Who to Call


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Office Coordinator

Jessica handles much of the
correspondence and service regarding your accounts, scheduling meetings, and client service issues. She can help you:


  • If you have a question
    about paperwork
  • If you need a distribution
  • If you need to schedule
    time with your advisor


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Wealth Management Sales Assistant

Scott handles much of the
financial planning, research,
insurance and account
reporting. He can assist your advisor with answering questions about: 


  • Your financial plan
  • Your insurance policy
  • Account distributions
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Paraplanning Assistant

Christian assists advisors with
comprehensive financial
and investment planning,
insurance and estate plans. He can assist your advisor with answering questions about:


  • Your financial plan
  • Your insurance policy
  • Accountview, Wealthvision, or viewing your account online
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Marketing Director

Jennifer handles our
marketing, technology, recruiting and event
planning. She can help you:


  • If you have a question
    about an event
  • If you have a question
    about an ad you saw in
    print or online