New Business Case Manager
"I joined the financial services industry because I enjoy helping people to achieve their goals and financial stability," Derrick says. "I’d like to help people in my community increase their financial literacy." Outside of work,...
Ever’s goal is to help improve and protect the financial futures of families and owners of closely-held businesses.Before becoming a financial advisor, Ever worked as Vice President of Manufacturing and Engineering with Graham...
Prior to becoming an advisor, Ever J. worked as an account executive at Polaris Development. At Polaris Development, he worked with business owners to reduce costs in all areas of their business. Ever J. brings...
Regional Director of Talent Experience
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Wealth Management Advisor
Jay brings 22 years of experience as a wealth management advisor.
Jeffrey works with his clients to ensure that they have winning financial strategies that will support their lives and help them attain their dreams. By working with them in their personal and business financial worlds, Jeffrey...
Mark is an experienced financial services professional who strives to be a trusted partner of his clients on their path to financial security and maximizing wealth. He specializes in working with young families and individuals who are...
Every tomorrow is built on the decisions that we make today. It's up to each of us to make those decisions as informed as possible. We simply don't know what we don't know.I gravitated toward this industry because it was one great way...
Financial Advisor/Training Manager
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.