I help busy professionals and business owners strengthen their financial well-being
Get to know our dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Grant Preston Turnmire
Financial Advisor
My objective is to develop purposeful and lasting relationships with my clients by supporting their goals and future endeavors. Through personalized fact finding I build out a full comprehensive plan that holds up a mirror to see where they stand now and vision out where they want to go. Then, help them implement that plan. I enjoy working with Business Owners, Engineers, Driven Individuals, etc.
Jack Santilli
Investment and Planning Specialist
NPN: #18996885
Financial Planning Associate
jack.h.santilli@nm.com
