Get to Know Our Dedicated Team

Our dedicated financial planning team is a powerhouse of expertise and commitment, driven by a shared passion for securing our clients' financial futures. Each member brings a unique set of skills and insights to the table, ensuring that we provide comprehensive solutions tailored to your specific needs.

Our team's strength lies in its diverse backgrounds and deep industry knowledge. We collaborate seamlessly, drawing on years of experience in investment strategies, tax planning, retirement planning, and estate management. We pride ourselves on staying at the forefront of financial trends and regulations, ensuring that your financial roadmap is always up-to-date and optimized for success.

But it's not just about numbers for us; it's about building lasting relationships. We take the time to understand your financial aspirations, and we're here to guide you every step of the way, offering clarity, support, and peace of mind.

With our dedicated financial planning team by your side, you can confidently navigate the complex world of finance, knowing that your goals are in the hands of passionate professionals committed to your financial well-being.

Photo of Financial Advisor Danny F. Harris

Danny F. Harris

CLTC®

Financial Advisor

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Photo of Director of Client Relations Joe Johnson

Joe Johnson

Director of Client Relations

Photo of Director of Client Services Erica Beckert

Erica Beckert

Director of Client Services

M S

Mynor Estuardo Sanchez

Director of Insurance Operations and Services

Photo of Patrick Donald Smith

Patrick Donald Smith

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Photo of Director of Career Development Amanda Hall

Amanda Hall

Director of Career Development

Photo of Chief Recruitment Officer Alexa Nicole Martens

Alexa Nicole Martens

MBA

Chief Recruitment Officer