Aleesha Pheasant
Financial Advisor
Where Planning Matters
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Aleesha Pheasant
Financial Advisor
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and wealth preservation to help individuals build a strong financial foundation for their lives.
Michael Lee
Director of Planning and Investment Operations
Janelle M Booth
Relationship Manager