The Financial Planning & Investment Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for The Financial Planning & Investment Group
Team photo for The Financial Planning & Investment Group

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Advisors

Advisor photo for Karen Purvis

Karen Purvis

CFP®

Financial Advisor

Visit Karen Purvis's website
Advisor photo for Jan Pretorius

Jan Pretorius

Financial Advisor

Visit Jan Pretorius's website
Advisor photo for Keith Paglierani

Keith Paglierani

CFP®, AAMS

Financial Advisor

Visit Keith Paglierani's website
Advisor photo for Michael Ramirez

Michael Ramirez

Associate Financial Advisor

Visit Michael Ramirez's website


Team

Stefan Hartung

Stefan Hartung

Client Service Coordinator

Lisa Clanor

Lisa Clanor

Practice Manager

Alana Harris

Alana Harris

Client Concierge

Keri Kirchner

Office Manager

Joseph Rosenberry

Joseph Rosenberry

Practice Manager