Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Leadership
Kristin Aguayo
Financial Services Executive and Employee Benefit Specialist
Michael Strohl
Financial Representative
Molly Dorley
Insurance Support Specialist and Marketing Coordinator
Kristin Aguayo
Financial Services Executive and Employee Benefit Specialist
Michael Strohl
Financial Representative
Molly Dorley
Insurance Support Specialist and Marketing Coordinator