financial guidance specific to your life

We welcome the opportunity to learn about you and tell you more about us and our practice. If you would like to arrange a meeting, please submit your contact information below.

Bill Geary, Senior Vice President, Investments
Managing Director

Chris Correro, Senior Vice President, Investments

Logan Phillips, Senior Vice President, Investments

Ryan Geary, Financial Advisor

Sha Pollard, Senior Registered Service Associate

Lisa Wilson, Senior Registered Sales Assistant

Ola Fox, Registered Client Service Associate


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