Certified Financial Planner™ designee
Steve has been in the financial service industry for over 25 years. He specializes in retirement strategies as well as designing financial plans for his clients. He is married to his wife Susan and has a 14 year old son, Jason. He...
Financial Advisor with Cambridge Investment Research
Tim has been a member of our team since 2001. He has over 20 years experience in the financial services business. He specializes in insurance products and wealth management. He is a graduate of Elon University.Tim enjoys helping out at...
Tom has been in the financial industry for over 28 years. He has a strong "client comes first" philosophy. He specializes in retirement planning and 401k rollovers. He assists clients in building diversified investment portfolios using...