Meet Our Professionals

Investment Management

Write to Darin
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Expertise:
  • Series 7 and 63 security exams
  • Chartered Financial Analyst (CFA®)

Write to Matt
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Expertise:
  • High-net worth individuals
  • Corporate retirement plans

Write to Heather
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Expertise:
  • Certified Plan Fiduciary Advisor
  • Series 7 and Series 66 security exams
  • Accredited Investment Fiduciary®
  • Corporate retirement plans

Write to Carl
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Expertise:
  • Business owners
  • Medical practitioners
  • High-net worth families and individuals
  • Financial planning and consulting services
  • CERTIFIED FINANCIAL PLANNER™