Sheena Hanson, CFP®
Investment Advisor Representative and CCO
John Berkley
Portfolio Manager
Greg Snyder
Portfolio Manager
Joyce Schneider
Operations and Marketing Manager
Extended Support through Professional Collaborations
In a sense we serve as client’s financial concierge where they can direct any and all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.
Accountants
Attorneys
Insurance Experts
