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