Get to know my dedicated team

Staff and assistants rarely get the recognition and thanks they deserve. Without them, none of what I am able to do for my clients would be possible. They are an incredible joy to work with and I look forward to growing my practice with them in the coming years.

If you need to schedule an appointment or request any other service, please let us know. We will respond within 24 hours.

Photo of Associate Financial Advisor Stephanie Jacobson

Stephanie Jacobson

Associate Financial Advisor

Photo of Associate Financial Representative Elijah Posey

Elijah Posey

Associate Financial Representative

Photo of Associate Financial Representative Claire Freschi

Claire Freschi

Associate Financial Representative