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

Dean Robert Matz

Financial Advisor

Visit Dean Robert Matz's website


Team

Jessica Wilcox

Jessica Wilcox

Executive Assistant

Qualifications

  • Assisting clients since 2001

Roles & Responsibilities

  • Assists with client service
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