Broker Check

Meet Virtually With Our Team

Schedule A Virtual Meeting With Tori

Schedule A Virtual Meeting With Tori

If you are a client,

Schedule a meeting with Tori to review:

  • Your financial plan
  • Your investment portfolio
  • Your insurance portfolio
  • Upcoming client appreciation events

If you are not yet a client,

Schedule a meeting with Tori to discuss:

  • What working with our team looks like
  • Various investment & insurance vehicles
  • Your goals and how to best reach them
  • Upcoming educational events and webinars
Schedule A Virtual Meeting With Alex

Schedule A Virtual Meeting With Alex

If you're a client,

Schedule a meeting with Alex to review:

  • Your financial plan
  • Your investment portfolio
  • Your insurance portfolio
  • Upcoming client appreciation events

If you're not yet a client,

Schedule a meeting with Alex to discuss:

  • What working with our team looks like
  • Various investment & insurance vehicles
  • Your goals and how to best reach them
  • Upcoming educational events and webinars
Schedule A Phone Call with Brandon

Schedule A Phone Call with Brandon

If you're a client,

Schedule a meeting with Brandon to discuss:

  • Account Values & Histories

  • Changes to Contact Information

  • Paperwork Processing

  • Transactions

  • Client Portal Enrollment

  • Website Technical Support

  • Upcoming educational seminars & client appreciation events