866-748-0687

Team

James Pope

James Pope

Investment Advisor

Shane Haag

Shane Haag

Investment Advisor

Shantelle Palermo

Shantelle Palermo

Tax Strategies & Consultations

Reggie McFadden

Reggie McFadden

Investment Research

Maggie Harrell

Maggie Harrell

Client Services

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Advisor. Investments is engaged, or continues to be engaged, to provide investment advisory services.-
 

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