Broker Check

Professional Relationships

PROFESSIONAL RELATIONSHIPS:

Our professional relationships are a key part of the process and ultimately help our clients strive for their fullest potential around financial independence. We establish relationships with other individuals like the professionals below to better serve you:

Peck & Gambish, CPA - www.peck-cpa.com
Joesph Motta - Estate Planning Attorney - www.josephlmotta.com
USA Financial - usafinancial.com
Mindy Nielsen, Ryan – St. Marie Insurance https://www.ryanstmarieinsurance.com/
James Hanna - Medicare - Benefits

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