Our advisors

Our team

Nicole Chance

Nicole Chance

Executive Assistant

Qualifications

  • BS, Social Work, Abilene Christian University
  • Licensed Notary NYS

Roles & Responsibilities

  • Scheduling Client Meetings & Practice Calendar
  • Marketing & Events
  • Human Resources & Building Management
  • Community Involvement
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Jo Ann Fleischmann

Jo Ann Fleischmann

Client Service Specialist

Paul Tuttle

Paul Tuttle

Financial Planning Specialist

Autumn Chirlin

Autumn Chirlin

Financial Planning Assistant

Susan Dorrien

Client Service Specialist

Qualifications

  • Series 7, 66
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