Here’s our story. We look forward to hearing yours.
It is our responsibility to understand your investment objectives and unique goals. We provide guidance during the planning and allocation process to effectively implement the financial plan that we developed together.
We support your day-to-day financial plan and accounts servicing needs. We work alongside Wealth Advisors and Wealth Managers to ensure you receive exceptional service. We can assist with a wide range of activities within your accounts to include additional deposits, withdrawals, beneficiary and ownership changes, distributions, and relaying information to your financial advisor. The trading department also works closely with all team members to execute all transactions within your TD Ameritrade accounts.
Our team works together to make our client’s experience as smooth as possible. We handle incoming calls, scheduling visits, event planning, and more! When you visit our office, you will be greeted by one of our smiling faces!