Kacee Elizabeth Howes
Managing Director|CLTC®
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.
Trina O'Connell
Financial Advisor
Our team seeks to help you liberate yourself from want and worry, with a proven process to help you accomplish your financial promises. With a focus on building relationships and providing relevant education we strive to deliver tailored financial planning for emerging affluent families and business owners. Inspired by Trina's late sister, Amanda, we also work closely with special needs families.
Danny Hernandez
Financial Advisor
I enjoy working with humble, successful professionals looking for a roadmap to financial independence. My team and I take a holistic approach integrating insurance, investment and estate tax planning. We want our clients to spend time doing what they enjoy doing most while having financial peace of mind.