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Managing Partner & Financial Advisor
Founder

As an independent financial advisor, my goal is to work with you to meet your investment and financial goals. As a...

Managing Partner & Financial Advisor

Financial planning is the only career I've happily ever had. I knew when I was in college majoring in finance, that I...

Financial Advisor

After taking some time off to focus on raising my young children, I wanted to reignite my professional life in a field...

Financial Planning Associate

In my role as Financial Planning Associate, my responsibility is to support our clients by delivering an exceptional...

Client Operations Coordinator

As Client Operations Coordinator I focus my efforts on both client service and related operations to ensure an overall...

Financial Planning Associate

As a Financial Planning Associate my responsibility is to deliver an exceptional client experience in support of the...

Operations & Client Service Associate

In my role as Operations & Client Service Associate within our centralized service team, I have the good fortune of...

Director of Client Engagement

I collaborate with the WWA team to develop a wide range of client engagement initiatives to enhance the overall customer...