We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Nicole Clavette Announcement
We are pleased and excited to introduce our newest colleague – Administrative Assistant Nicole Clavette. She will be joining us Monday, July 22, 2019.
Nicole comes to us w/extensive office experience, but new to “our” Financial World. She will be working closely with Rochaline (Rocky) to support our branch. We believe she will be a valuable addition to our team.
Feel free to come in and say hello to Nicole.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.