2333 Alexandria Dr
Owner/LPL Financial Advisor
Geni strives to go above and beyond to understand her clients’ goals and values to create a personalized financial plan supported with strong investment products to help them pursue their goals. In addition to her life and...
Client Services Associate
Stephanie is a seasoned Insurance professional with experience in the financial and wealth management industry as well. She is dedicated to serving the clients needs and delivering high quality customer service. Stephanie attended the...