Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Erica Kroll, CLU®
Insured Solutions Consultant
Jessica L. Bell, JD
Senior Estate Planner
Kathy Blake Carey, CFA®
Director, Director of PWM Research
Linda Grant-Smith, CPWA®, CFP®, EA®
Wealth Strategist, Senior Vice President
Veruschka Halligan, CFP®
Wealth Planner