Our advisors

John Gin

CFP®

Private Wealth Advisor

Learn more about John Gin Visit John Gin's website

Daniel Herrera

CFP®

Financial Advisor

Learn more about Daniel Herrera Visit Daniel Herrera's website

Christopher Gleber

CFP®

Financial Advisor

Learn more about Christopher Gleber Visit Christopher Gleber's website


Our team

Brandi Dufrene

Brandi Dufrene

Administrative Assistant

Qualifications

  • Life & Health Insurance License
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Dana Boudreaux

Dana Boudreaux

Administrative Assistant