LinkedIn Steven joined the firm after serving as a financial advisor for a nationally recognized financial services firm. He has spent the majority of his career serving his clients as a retirement and estate planning specialist. His clients come from all...
LinkedIn For Marco Melero, financial competence is all about cultural relevance. A culturally relevant experience means more than just sharing a language, it is effective communication. Marco already has a natural understanding of the differences in Hispanic...
LinkedIn Brandon’s focus is to help companies with their retirement plans. He also works with high net worth professionals, executives and individuals to develop and implement a financial plan to help to meet their individual goals including portfolio...
LinkedIn Sarah Harris’ passion is to advise business owners and individuals who believe in taking control of their financial future. People who understand there is a dynamic relationship between investments, taxes and risk. Sarah believes in a team-based...
LinkedIn Bentley’s focus is to help companies with their retirement plans. He also works with high net worth professionals, executives and individuals to develop and implement a financial plan to meet their unique individual goals including portfolio...
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