Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Team

Jessica Askew

Jessica Askew

Paraplanner,

Financial Planning Assistant

Qualifications

  • Series 7 license, Series 66 license
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Renae Watson

Client Service Specialist,

Operations Specialist