Our advisors

Our team

Vicki Wood

Vicki Wood

Operations Specialist

Roles & Responsibilities

  • Vicki is our office management resource. She works with the advisors on business management.
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Holly Duzan

Holly Duzan

Client Service Specialist

Roles & Responsibilities

  • Holly is our primary client support resource. She works closely with the advisors and all clients.
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Daniel Pugh

Daniel Pugh

Paraplanner

Roles & Responsibilities

  • Daniel is a research and client service resource. He works closely with the advisors on client strategies.
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