3896 Night Star Trail
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President, Financial Consultant & Wealth Planner
Barbara began her career as a Financial Advisor with Waddell & Reed in 2010 after many years in the financial services industry in the roles of real estate agent and mortgage banker. Barbara focuses on assisting clients in the...
Financial Consultant & Wealth Manager
Dustin started his career in finance by working in a corporate environment for a major bank. Dustin’s experience in banking led him to financial advising in 2013. After demonstrating a strong working knowledge in investing,...
Wealth Manager Assistant & Paraplanner
Securities-licensed in 2003, Bob had devoted most of his previous professional effort to an accounting business. Bob has taken the role of Wealth Manager Assistant and Paraplanner with the team. In this capacity...
Client Relationship Manager