Our advisors

Advisor photo for Roger Daniel

Roger Daniel

Financial Advisor

Managing Director
Learn more about Roger Daniel
Advisor photo for Bryan Daniel

Bryan Daniel

CFP®

Financial Advisor

Managing Director
Learn more about Bryan Daniel


Our team

Angela S. Cases, M.B.A

Angela S. Cases, M.B.A

Client Service Associate

Qualifications

  • MBA
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Michele Heinold

Michele Heinold

Client Service Associate