Our advisors

Our team

Carly Reynolds

Carly Reynolds

Paraplanner,

Operations Specialist

Qualifications

  • Masters of Science in Economics; Wright State University
  • Bachelors of Science in Business; Phoenix University
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Accident, Health and Variable Products License
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Karl Banks

Karl Banks

Investment Specialist

Qualifications

  • Bachelor of Science in Business-Finance; Wright State University-2017;
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Accident, Health and Variable Products License

Roles & Responsibilities

  • Portfolio analysis; Investment analysis; Transactions, Trades and Money Movements
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Jacqueline Cain

Jacqueline Cain

Client Service Coordinator

Roles & Responsibilities

  • Client interactions, meeting preperation & follow-up, business processing, records retention & filing
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Brandy Gross

Brandy Gross

Client Service Coordinator