Meet Our Professionals

Estate Planning

Write to Abbey
X
Expertise:
  • High net worth families, business owners and medical practitioners
  • Series 7, Series 66 and Series 31 securities exams
  • CERTIFIED FINANCIAL PLANNER™

Write to Kayla
X
Expertise:
  • CERTIFIED FINANCIAL PLANNER™
  • Series 7 and Series 63 security exams
  • Personal finance, financial planning and investments
  • High-net worth individuals

Write to Joanne
X
Expertise:
  • Dental
  • Wealth management
  • Personal Financial Specialist
  • Certified Public Accountant
  • Tax compliance and strategic tax planning
  • Preparation, analysis, and review retirement plan returns and investment reports

Write to Alex
X
Expertise:
  • Financial planning and consulting services
  • Estate planning
  • Insurance analysis