Founding Partner & Financial Advisor
Financial Advisor Partner
bnfwm.com
legacyprivatewealthholdings.com
a2wfinancial.com
sauerwm.com
oliviasebastian.com
valentacapital.com
Sr. Paraplanner & Associate Financial Advisor
VP of Business Development
Paraplanner &Client Service Associate
Tailormade
Co-Founder, WealthShield
Sr. Registered Client Service Associate
Office Administrator
Client Service Associate
Operations Manager
Director of Operations
Director of Special Projects
Administrative Assistant
Office Assistant
Senior Client Service Associate
Director of Client Services
