1333 South University Dr
Certified Financial Planner, LPL Branch Manager
Jim Casey, CFP® is passionate about his clients and their financial needs. This passion is the foundation of his financial planning practice which he created twenty years ago. He began his wealth management career with a unit of Bank...
Jonathan Winn believes all of his clients should have a plan for the future and he seeks to develop customized strategies and portfolios based on each client’s individual needs and objectives. Offering a wide range of services and...
Client Relations Manager
Natalie McCann is our Client Relations Manager. Natalie joined our team in 2015 and came to us from Wells Fargo where she held the title of Personal Banker. From an early age, Natalie has shown a passion for finance. She demonstrates...