With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Advisors

Elias Gerodemos

MBA

Financial Advisor

Visit Elias Gerodemos's website

Sara E Green

CFS®

Financial Advisor

Visit Sara E Green's website


Team

Kelly Smith

Kelly Smith

Business Development Director

Qualifications

  • Series 7 Licensed
  • 34 Years of Experience

  • Life and Health Insurance Licensed

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