Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Norm Bahramipour

Financial Advisor

Associate Vice President
Visit Norm Bahramipour's website

David Shackelford

CFP®, CRPC

Branch Manager

Vice President
Visit David Shackelford's website


Team

Marlena Slinker

Marlena Slinker

Client Service Associate