The Financial Planning & Investment Group

Advisors

Jan Pretorius

Jan Pretorius

Financial Advisor

Visit Jan Pretorius's website
Karen Purvis

Karen Purvis

CFP®

Financial Advisor

Visit Karen Purvis's website
Keith Paglierani

Keith Paglierani

CFP®, AAMS®

Financial Advisor

Visit Keith Paglierani's website
Tari Nagel

Tari Nagel

CFP®, ChFC®, CRPC®

Financial Advisor

Visit Tari Nagel's website
Michael Ramirez

Michael Ramirez

Associate Financial Advisor

Visit Michael Ramirez's website
Gregory Hakim

Gregory Hakim

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Gregory Hakim's website

Team

Keri Kirchner

Keri Kirchner

Office Manager

Lisa Vang

Lisa Vang

Practice Manager

Susan Ford

Susan Ford

Client Service Coordinator

Stefan Hartung

Stefan Hartung

Financial Planning Assistant