Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Susan A. Myers, CPA, CFP®, CLTC 
Financial Services Representative
Sr. Financial Planner

Robert J. Moore
Financial Services Representative

Justin M. Williamson
Financial Services Representative

Daniel  Gross, BA
Financial Services Representative

Monte Myers
Marketing Support

Jenifer Norton
Personal Assistant

Marie Soliman, MBA