Team

Nick is a Financial Advisor who embraces how personal money is to each client. He offers a dynamic and personalized experience in which a premium is placed on the financial planning process. Through advice that is ongoing and tailored...

Julian is a Financial Advisor who uses ingenuity and sound tactical knowledge to help clients make financial decisions. Embracing and using technology, Julian finds ways to relate to his clients to effectively deliver thoughtful advice...

Tami is a Financial Consultant and Financial Paraplanner Qualified Professional who helps clients with hands-on service and professional advice. She takes great pride in keeping current with new processes and procedures to provide...

It is Mary's voice you will hear when calling into our office. As the Client Care Coordinator, Mary provides a warm and inviting experience whether on the phone or when you come into our office. She has a bachelor's degree from Indiana...