Wealth Manager, Founding Partner
Since 2007, Elizabeth has been bringing her compassionate, honest approach to client relationships along with her...
Wealth Manager, Founding Partner
Throughout his career, Jeff has maintained his focus on helping people by making a difference in their lives. As a...
Wealth Manager
Brett comes from a family that has dedicated their lives to serving people in their community in all facets of life. He...
Licensed Practice Operations Coordinator
With over 45 years in the financial services industry, 23 years in retail banking, and 13 years as an Investment Advisor...
Licensed Marketing and Communications Coordinator
After receiving her Life and Health license in 2004 and Series 7 and 66 in 2005, Nakia started as a Financial Advisor.
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