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Dale Crossley, Jr., JD, CWS®

Private Wealth Advisor

Please follow the instructions to schedule time with me – it’s fast and easy. If you do not see a time that works for you please call and we will make every effort to accommodate you.

Thank you.

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Evan Shear, CFP®

Certified Financial Planner®

Please follow the instructions to schedule time with me – it’s fast and easy. If you do not see a time that works for you please call and we will make every effort to accommodate you.

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Catalina Mejia-Hensel, CPFA®, CEPA

Financial Planner

Please follow the instructions to schedule time with me – it’s fast and easy. If you do not see a time that works for you please call and we will make every effort to accommodate you.

Thank you.

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Shaun A. Jones, CFP®, CPFA®, MPAS®

Certified Financial Planner®

Please follow the instructions to schedule time with me – it’s fast and easy. If you do not see a time that works for you please call and we will make every effort to accommodate you.

Thank you.

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