Meet Our Professionals

Women's Alliance

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 Elizabeth
X
Expertise:
  • High-net worth individuals and business owners
  • Strategic tax planning and compliance
  • Divorce support
  • Certified Public Accountant
  • Certified Divorce Financial Analyst (CDFA)

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

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™