Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Rebecca Rooks

Rebecca Rooks

MBA, AWMA®, APMA®, CRPC®

Private Wealth Advisor

Managing Director
Visit Rebecca Rooks's website

Team

Devin Purdy

Client Service Associate