Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team

Christina L. Meyer

Christina L. Meyer

Registered Practice Associate,

Practice Manager

Qualifications

  • Over 30 years financial services industry experience.

  • Series 7 and 66 securities licenses

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Judy A. Steffens

Judy A. Steffens

Client Service Associate,

Practice Manager

Qualifications

  • 19 years financial services industry experience

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