Team

In my 46 years of experience, I have worked with thousands of people as a financial adviser. Me and my team understand the challenges individuals and families face today.

Angela is securities and insurance representative. She provides account and administrative support for our clients. Her dedication to assuring EVERY client receives white-glove service makes Angela an invaluable member of our team.

Lynn is a Securities Representative with our company. She is very detail oriented and loves to work with people. Her determination shows as she strives to do the best job possible for every client. Lynn first started working...