New Business Case Manager
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...
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.