David A. Pickler, Esq., CFP®, ChFC®, CDFA®
President and CEO
WHO WE SERVE
Our core group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, and personalized service you need to confidently pursue your financial goals.
President & CEO
Marta Gainska, FPQP™
Financial Services Coordinator
Portfolio Reporting Coordinator
Sr. Client Services Administrator
Client Services Administrator
Receptionist & Communications Assistant
Cort Winsett, Esq.
Sr. Director of Operations
Chief Branding Officer