Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

close

Team photo
Team photo

View Larger


Advisors

Advisor photo for Joan Coke

Joan Coke

CFP®, CLU®, ChFC®

Financial Advisor

Business Financial Advisor
Visit Joan Coke's website
Advisor photo for Camille Coke

Camille Coke

JD

Financial Advisor

Franchise Owner
Visit Camille Coke's website


Team

Heather Bromwell

Heather Bromwell

Client Service Manager

Roles & Responsibilities

  • Client Annual and Investment Reviews | Investment Tracking and Monitoring of Investments | Preparing Reports and Recommendations For Client Meetings | Notify Clients of Discussion Opportunities
View more
Colette Smith

Colette Smith

Administrative Assistant