With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Shane Clotiaux

Financial Advisor

Associate Vice President
Visit Shane Clotiaux's website


Team

Joanne Bethea

Joanne Bethea

Registered Client Service Associate,

Client Service Specialist