Stephen became an advisor in 1992 and received his Certified Financial Planning designation in 1999.
Although the industry, and the world, have seen dramatic change over the years, the need for thoughtful advice has never been more important and he continues to apply the same fundamental principles that provide clients with security and peace of mind for the long term.
Stephen became an advisor in 1992 and received his Certified Financial Planning designation in 1999.
Although the industry, and the world, have seen dramatic change over the years, the need for thoughtful advice has never been more important and he continues to apply the same fundamental principles that provide clients with security and peace of mind for the long term.
Gail joined us after 22 years with another of the large banks where she held a variety of roles and responsibilities.
Given her wide experience and legendary attention to detail, she’s been the perfect addition to the team in overseeing account administration and clients are quick to realize that if they need anything, Gail is the first one to call.
With two grown children, Gail enjoys her lake time in the summer, snowmobiling all winter and volunteer service in support of her community.
