Jake enjoys creating content that educates individuals on the differences amongst financial professionals.
Cory enjoys promoting a message that financial planning doesn’t need to be overly complex or intimidating.
James enjoys researching and educating on a broad arena of financial topics.
Matthew is responsible for creating comprehensive financial plans, generating performance reports, and providing support to the Wealth Management Team.
Matt is responsible for researching stocks and bonds, as well as keeping up to date with current positions in our portfolio.