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 Micah Murrell

Micah Murrell

Financial Advisor

Managing Director
Visit Micah Murrell's website


Team

Bonnie Case

Bonnie Case

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 66
  • Life, Accident, and Health Insurance Licensed

Roles & Responsibilities

  • Assists clients when Micah is not available
  • Streamlines operational duties
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