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Our office collectively works together with each individual bringing a unique set of skills and traits to benefit our clients. Throughout the process of working individually or as a team, we are able to add value to our clients helping them reach their financial goals.
In today’s complex world we feel called to use our 55 years plus of collective experience to help our clients understand their situation and financially prepare for their future.
Along with our knowledge of finance we also come with backgrounds in coaching, teamwork and education success to help guide you with your financial plan. Check out our team below.
Collaborating and listen with his clients, Brian enjoys consulting and delivering solutions enabling them to accomplish their financial goals. Approaching fifteen years in the financial industry as an Investment Advisor Representative,...
Resources and solutions for financial success are themes which Greg has built his practice around. Using retirement issues as the main focus, Greg works with businesses and individuals helping them to establish and implement a plan to...
Focusing on a high level of customer service is important to Jody. Making this her number one priority, she supports Greg and Brian by keeping the day-to-day office operations running smoothly. Jody handles incoming calls from clients,...