Expertise and Teamwork
My reasons for becoming a financial professional are deeply personal. I've experienced repeatedly many a good friend or business contact wishing for a better planning experience needed to map out their financial future. We are confident that with our expert understanding of personal finance, comprehensive wealth management strategies, and being good listeners for our clients, we can propel them to achieving a better future. We operate with a shared personal interest in delivering quality & successful outcomes for every client household we have the pleasure and honor to serve.
Veruschka Halligan, CFP
Vice President - Wealth Planner
Jessica Bell, JD
Vice President - Senior Estate Specialist
Kelsey Clair, CPA
Vice President - Senior Tax Specialist
Laurence Kluth - SVP & Specialist
Equity Compensation Planning Manager
Genesis Aguilar
Client Assistant