An experienced team looking out for you
We know that planning and investing can often be intimidating when you try to tackle them on your own. That’s why our team is so dedicated to working on your behalf and giving you the confidence to not only see the big picture, but to know that every detail is being thoroughly addressed.
We will be with you every step of the way, and assist and advise you on decisions even outside of your finances. We will collaborate with your estate attorney and CPA to help ensure that all documents are in place and up to date. It’s all part of our ongoing commitment to serving you well and treating you like family.
You can expect a prompt and courteous response whenever you reach out to us.
Lori Burchfield; Senior Client Service Associate