Who to Call
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
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
CERTIFIED FINANCIAL PLANNER™
Eric assists advisors with
comprehensive financial
and investment planning,
insurance and estate plans. He can assist your advisor with answering questions about:
- Your financial plan
- Accountview, Wealthvision, or viewing your account online
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