KEITH TAYLOR, CHFC®, CLU®, RICP®

FINANCIAL STRATEGIST


Since 2000, Keith has been working with and educating individuals, families, and small businesses, to help increase their confidence in their financial decisions. His focus is serving his clients…

Dan Mullane

Registered Representative


Dan has been in the financial planning business his whole life. With family legacy back to the 1950’s, Dan has perspective beyond his years. Surrounded by the best of the best, Dan has a unique ability to help simplify your financial life…

Victor Holloway

Financial Professional

Victor specializes in working with medical professionals such as physicians, dentists and veterinarians. He understands the unique issues medical professionals face, like dealing with real estate and practice financing, student loans, overhead, and saving for retirement. Because of his expertise…

Sadi Omerovic

Client Services Coordinator


Sadi Omerovic joined the team in 2014. She is the Client Services Coordinator that will assist individuals with any paperwork changes on their accounts, LBS and website log in questions as well as scheduling meetings…