Team

Heather joined the industry in 2012; she is our branch Financial Advisor and Operating Supervisor; As well as managing her direct clientele, Heather is fully licensed, including her compliance supervisory license, and on call to...

Shawn began his career in the financial services industry in 1994. He has held positions as a bond analyst for a prominent insurance company, as an account manager dealing with some of the largest banks in the world, and as an...