Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Drew Granauro

Drew Granauro

Branch Manager

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Michael Korsten

Michael Korsten

Financial Advisor

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Team

Sharon Shear

Sharon Shear

Registered Client Service Associate,

Marketing Specialist
Cathy Kantor

Cathy Kantor

Operations Leader

Roberta Nemhouser

Roberta Nemhouser

Client Service Associate