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

Write to Scott
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Expertise:
  • Certified Public Accountant
  • Personal Financial Specialist
  • High-net worth individuals
  • Investment management
  • Financial planning
  • Fiduciary responsibility
  • Corporate plan design and administration