Our advisors

Robert E Saunders III

CFP®, CRPC, ChFC®, AAMS, APMA

Private Wealth Advisor

Managing Director of Saunders Wealth Management
Learn more about Robert E Saunders III Visit Robert E Saunders III's website


Our team

Kerrie Anne Heinlein

Kerrie Anne Heinlein

Client Service Manager,

Executive Assistant
Lisa Saunders

Lisa Saunders

Business Development Director,

Marketing Specialist
Dawn Jones

Dawn Jones

Client Service Specialist,

Executive Assistant