Our Team

As a Senior Financial Advisor, I strive to make a positive difference in the lives of others by helping them plan for financial success. I’ve always had a genuine passion for financial planning. The y...

I’m proud to say I’ve been assisting our clients for almost 30 years, having started here in 1995. My primary responsibilities as Client Service Manager include such things as overseeing quality contr...

I am passionate about the pursuit of the ultimate client experience. My background is in residential and commercial Real Estate and I bring the same attention to detail and client-focused solutions to...

With over 20 years of experience in the financial services industry, 10+ of those as an advisor support professional with IPC, I remain committed to providing exceptional client care. As our team’s Cl...