57 South Maple Avenue
Our team members are equipped to help you each time you contact our office. If you're not sure who you should talk to, please use this call list as a starting point.
Jessica handles much of thecorrespondence and service regarding your accounts, scheduling meetings, and client service issues. She can help you:
Scott handles much of thefinancial planning, research,insurance and accountreporting. He can assist your advisor with answering questions about:
Eric assists advisors withcomprehensive financialand investment planning,insurance and estate plans. He can assist your advisor with answering questions about:
Jennifer handles ourmarketing, technology, recruiting and eventplanning. She can help you: