Meet Our Professionals

Physicians

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

Write to Nicole
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Expertise:
  • Series 65 securities exam
  • Retirement planning
  • Design and implementation of corporate retirement plans
  • Individual wealth management
  • Certified Public Accountant

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

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