President and CEO
Katy prides herself as a trusted financial advisor to her clients so they can focus on what is most important to them- their businesses, careers and families. Knowledge, education, experience and the determination to obtain high...
Administrative Assistant and Client Service Specialist
Teresa is our Administrative Assistant and Client Service Specialist. She has had many years of experience in the administrative role and brightens the office with her personality and enthusiasm. Teresa provides "high touch" service to...