Broker Check

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...

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Evan Hays

Director of Wealth Management/Partner


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...

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