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Our Team

COLLECTIVELY DELIVERING INDIVIDUAL SOLUTIONS

Michael Slabic CFP®, CLU®, ChFC®

Partner and Private Wealth Advisor

Donald L White CFP®, CLU®

Partner and Private Wealth Advisor

Patrick B. Bailey CFP®, ChFC®

Private Wealth Advisor

Taylor Baumgartner

Private Wealth Advisor

Michael J Hood CLU®, ChFC®, CASL®, CLTC®, RICP®

Private Wealth Advisor

Hassan Ali Khan LUTCF®

Financial Representative

Rachel L Arp CFP®, RICP®, ChFC®, WMCP®

Associate Private Wealth Advisor

Karla McGriff

Insurance Coordinator

Yasmeen Tahir

Investment Operations Coordinator

Matt Dean

Financial Planning Analyst

Alice Shy

Insurance Specialist

Patricia Ann Perez

Investment Operations Associate

Allison Vicklund

Executive Assistance and Operations Associate

Mary Rose L Salvosa

Marketing Director

Austin Gifford

Marketing Coordinator

Cristina Borja Slabic

Director of Strategic Development

Alexandra Slabic

Marketing Intern