Our advisors

Our team

Michelle E. Zimmerman

Michelle E. Zimmerman

Operations Director,

Executive Assistant
Casey M. Davis

Casey M. Davis

Client Concierge,

Marketing Specialist
Kristina Mcdougle

Kristina Mcdougle

Paraplanner

Patricia L. Hill

Patricia L. Hill

Client Service Specialist,

Office Manager
Mona Hoffman

Mona Hoffman

Client Service Specialist,

Office Manager
Stacy Shema

Stacy Shema

Office Manager

Julie Flinner

Julie Flinner

Marketing Specialist,

Event Planner