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.



Advisors

Sharon Kaplove

CFP®, RICP®, APMA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sharon Kaplove's website


Team

Susan Skorvanek

Susan Skorvanek

Practice Manager,

Client Service Manager