Your Team

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....

Helping clients by servicing their investment accounts, facilitating risk assessment, and recording the details of their situations...

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 accounts, navigating their online experience, and planning for their preferred future. Using her ten years of experience in the financial services industry, she...

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.