Our advisors

Karen Purvis

CFP®

Financial Advisor

Learn more about Karen Purvis Visit Karen Purvis's website

Gregory Hakim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Gregory Hakim Visit Gregory Hakim's website

Keith Paglierani

CFP®, AAMS

Financial Advisor

Learn more about Keith Paglierani Visit Keith Paglierani's website

Michael Ramirez

Associate Financial Advisor

Learn more about Michael Ramirez Visit Michael Ramirez's website


Our team

Lisa Clanor

Lisa Clanor

Practice Manager

Stefan Hartung

Stefan Hartung

Client Service Coordinator

Alana Harris

Alana Harris

Client Concierge

Keri Kirchner

Keri Kirchner

Office Manager

Joseph Rosenberry

Joseph Rosenberry

Practice Manager