Brad Bishop
Financial Advisor
How I can help: Estate, tax, retirement, business and special needs planning
Faith Geating
Research Analyst
How I can help: Portfolio management, rebalancing, risk management, and asset allocation
Jimmy Kustra
Operations Specialist
How I can help Account Opening, Distributions, Beneficiary Updates
Suzanne Randall
Office Manager
How I can help: Scheduling, account information updates, contact updates, and basically anything else that you may need
