Meet the Team

"Our industry provides a valuable service.  It is an important responsibility to advise, help and manage a client’s financial resources.

"I think of how I would want my family and friends to be treated and I try to always give that same level of service."

"We provide great customer service where the client feels secure and is comfortable knowing that we are here to handle their requests."

“I work to ensure that all of our clients know that they are valued and important to us, and that they can trust in the fact that they will be treated as a person, and not as an account number."

“I put a great deal of care and a growing knowledge into providing excellent service to our clients.” 

“I am grateful to work in a profession where I am able to help others while doing what I enjoy."

Client Service Advisor

“I am grateful to work in a profession where I am able to help others while doing what I enjoy."

Client Service Administrator

"I enjoy this profession because no matter where someone is in life, financial planning can help them prepare for challenges life might bring."