Certified Financial Planner©
During the years he managed his family's business, Jeff decided that someone could provide more excellent financial advice than he was being offered. In 1990, Jeff chose a new...
Administrative and Operations Assistant
New to our firm in 2008, Tammy comes to us with her experience as a legal secretary. She has responsibility for part of our internal accounting and client satisfaction. She has a...
Administrative Assistant
Kathy comes to us from previous public school employment. She assists with our operations and compliance requirements.