Our Team

Helping clients with servicing their investment account and assisting with tax preparation. Rebecca has obtained the credential of Financial Paraplanner Qualified Professional, passed the Enrolled Agent exam from the...

Helping clients with servicing their investment account, navigating their online experience, and planning for their preferred future. Using her eight years of experience in the financial services industry, she...

Helping clients get the most life and return from the money they have. SuperHero Strengths *: Responsibility, Belief, Achiever, Maximizer, Learner Something More Personal… It’s not that he’s boring....

As the Director of First Impressions, Priscilla greets everyone in person or on the phone calmly and warmly. Behind the scenes, she is the super-duper office manager with administrative talents beyond compare.

Sharon does a little bit of everything from welcoming clients to cheering up and cheering on the staff to using her MBA to help plan strategically for the firm.