Our advisors

Our team

Chyenne Cortinas

Chyenne Cortinas

Financial Planning Assistant,

Client Service Coordinator

Roles & Responsibilities

  • Financial Planning Assistant
  • Appointment Scheduling
  • Receptionist, Hospitality
  • Client Service
View more
Amy Whistler

Amy Whistler

Client Service Manager

Qualifications

  • FINRA Series 7 & 66 Licenses
  • Texas Dept. of Insurance General Lines Agent - Life, Accident, Health and HMO
  • 2004 Bachelor of Science in Business Administration at Portland State University

Roles & Responsibilities

  • Client Service
  • Meeting Preparation & Follow Up
  • Financial Portfolio Analysis
  • Case Management
View more