Get to know my dedicated team

In order to provide my clients with the outstanding level of service they expect and deserve, I find it vital to have a professional and experienced team. My team consists of Sophia Wass, Marketing Coordinator, and Chelsea Foster, Financial Representative Assistant. Together, we are committed to helping our clients achieve their financial goals while providing unparalleled customer service and a superior level of professional advice.

From your own financial needs to those of your family or business – we are here for you. Please don’t hesitate to contact us if you would like to schedule an appointment, require service, or even just seeking information. We promise to provide you with a prompt, friendly, and knowledgeable response every time.

Photo of Marketing Coordinator Sophia Wass

Sophia Wass

Marketing Coordinator

Photo of Financial Representative Assistant Chelsea Foster

Chelsea Foster

Financial Representative Assistant