Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Phil Amick

Financial Advisor

Associate Vice President
Visit Phil Amick's website


Team

Dona Hertz

Dona Hertz

Registered Client Service Associate

Qualifications

    • Series 7, 66 Licensed
    • Health, Life & Variable Annuities Licensed
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