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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Advisors

Advisor photo for Jeffrey Hess

Jeffrey Hess

Financial Advisor

Associate Vice President
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Team

Sharon Halek

Sharon Halek

Registered Client Service Associate

Qualifications

  • Series 7, 63, 9 and 10
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