COLLECTIVELY DELIVERING INDIVIDUAL SOLUTIONS
Michael Slabic CFP®, CLU®, ChFC®
Partner and Private Wealth Advisor
Michael J Hood CLU®, ChFC®, CASL®, CLTC®, RICP®
Private Wealth Advisor
Rachel L Arp CFP®, RICP®, ChFC®, WMCP®
Associate Private Wealth Advisor
Patricia Ann Perez
Investment Operations Associate
Planning and Investment Support to keep the Business Running
Our team partners with a Financial Planning Business Consultant from the Home Office to ensure that we have more time to spend helping our clients. Our dedicated consultant works as a member of our team to continue strengthening our relationship with collaborative planning and investment analysis, allowing us to stay in front of you.