Danielle helps ensure that our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any administrative questions. She will ensure that the appropriate member of our team responds to your query.
Trinity assists the team in our technological needs, our client experience and is working to become fully licensed. Essentially, he assists us in every aspect of our business to ensure he has a great handle on how we take care of our clients. Trinity is from Texas and attended Sam Houston State University on a full academic scholarship. He graduated with a Bachelor of Business Administration with an Accounting major.
Derek will assist the team with managing account operations, preparing client reports, and assisting with investment inquiries, all while maintaining a thorough understanding of compliance regulations and market trends. Derek is dedicated to providing personalized service to help clients achieve their financial goals with confidence and clarity.
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