Team Biographies

The human aspect is what truly draws Greg to financial services. Working to help people understand where they have been, where they are going and where they want to go is incredibly fulfilling to Greg. Greg’s focus is with first...

Pat knows that he can make a difference in people’s lives and helping them, and their families know their financial future will be okay is so meaningful to him. As a CERTIFIED FINANCIAL PLANNERTM professional with over 25 years...

When Dan entered the investment business years ago as a stockbroker with EF Hutton (obligatory hand to ear), the last thing he thought he would be doing was managing retirement plans. Over time, he realized how many people he knew that...

Coley enjoys working hand in hand with individuals, families, and business owners to help them pursue their financial goals and dreams. Coley is a CERTIFIED FINANCIAL PLANNERTM professional, who got his start and opportunity at a...

Jack finds satisfaction and fulfillment in his role by providing individuals and families with financial confidence, as they experience significant life changes. It is very common that client’s express anxiety and stress when...

Sharon joined our team in March of 2020, bringing with her 20 years of experience ranging from real estate sales & management to the complexity of commercial project management. Sharon’s focus is simple – a passion for...

Coming from a background in education and helping other educators on best practices for teaching, Caroline has a deep desire to make certain that people understand what is happening with their finances and that is why financial...