Our Team
Joel has been in the securities and financial planning business since 1992. “People always seem to be surprised when I say I’ve been in the business for almost 25 years,” says Joel. “I tell them it’s my...
Evan's role is to directly oversee the entire client service experience. Evan manages the paperwork processing, trades, annuity orders, insurance applications and more. He also serves as the main point of contact when it comes to the...
James conducts the analytics for each of the client's retirement plans. He mostly works behind the scenes but occasionally you may see him gathering data directly from the client. James' favorite part of his role is being able to learn...
Vince has worked in the securities and financial planning business, along with various non-profit leadership roles since 1993. Vince’s passion for helping individuals and organizations reach their dreams and potential has been...