Our advisors

Debra A Pauldine

CFP®

Financial Advisor

Learn more about Debra A Pauldine Visit Debra A Pauldine's website

James Lang

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about James Lang Visit James Lang's website


Our team

Sharon DeVries

Sharon DeVries

Client Service Manager

Trey LaVasseur

Trey LaVasseur

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