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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®, CLTC®

Financial Representative

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

Associate Private Wealth Advisor

Karla McGriff

Insurance Coordinator

Yasmeen Tahir

Investment Operations Coordinator

Matt Dean

Planning Assistant

Alice Shy

Insurance Specialist

Patricia Ann Perez

Investment Operations Associate

Mary Rose L Salvosa

Marketing Director

Austin Gifford

Marketing Coordinator

Cristina Borja Slabic

Director of Strategic Development

Alexandra Slabic

Marketing Intern