Ashley Carruthers CFP®, EPC, CIM®, CEA, CLU®Senior Investment Advisor, Senior Wealth Advisor, Portfolio Manager
I’ve been told that my brain is a steel trap. Yes, it drives my family and friends crazy at times. I do know that our clients really appreciate my attention to detail. I love learning about our clients’ life stories and being a part of their journey.
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Fabiane GaionAssociate
When it comes to financial planning and investment management, there’s a lot going on. I’m here to make sure our clients never feel overwhelmed.
Undaleeb AghaAssistant
Behind every great client experience is a lot of thoughtful work happening in the background, and that’s where I come in! My role is to ensure the behind-the-scenes details are handled with care so that our clients feel supported, confident, and never overwhelmed.
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