Our Extended Team
Often times we refer to several resources upon which we rely to help us provide you with precise solutions to your total wealth picture. These individuals are experts in their fields and are available to assist us in addressing some of the more advanced areas of wealth management, insurance and estate planning. They are “the Team Behind our Team” and we are pleased to introduce them to you.
Extended Team
Laura Ames, J.D.
Senior Estate Planner
Erica Kroll, CLU®
Insured Solutions Consultant
Jason Cooper
Senior Trust Strategist
Rebekah Dodd
Wealth Planner