Founding Partner & Financial Advisor
Financial Advisor Partner
bnfwm.com
legacyprivatewealthholdings.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
Client Service Associate
Director of Operations
Director of Special Projects
Office Assistant
Director of Client Services
Senior Client Service Associate
