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Your Team 

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. (testing)

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Sarah Manning Jr.

AVP of Technology

         

           
           

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Sarah has, Since 2004, Sarah has acted as

Director of Technology.

She is instrumental in all phases of planning, adminis









tering and maintaining our Information and


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Telecommunications systems. She provides common-sense solutions to associate IT issues, and acts as advocate when dealing with broker dealers and outside vendors.sdfsd

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Renee Hendricks

President & CEO

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As President & CEO, Richard has over 30 years of experience in the financial industry. Richard's primary responsibility is executive oversight. He's also held advisory positions with numerous corporate, institutional and non-profit organizations.

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Laurie Bream

Chief Investment Officer, CFP

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Laurie focuses on wealth planning & investment strategy. Prior to joining, she was the head wealth planner at Fidelity. Laurie has represented and advised various fortune 500 business accounts for the past 20 years.

Jane Doe

Assistant

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Admin

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