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Financial Broker (49)
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Prior to founding Precise, Audry enjoyed an exciting career as an Air Force Acquisition officer.
phone: view phone(702) 556-2724
e-mail: send an e-mail
Mr. Repetto is the co-founder of Locust Capital Management. He has extensive knowledge and expertise in both investment and tax planning for high net worth families.
phone: view phone(215) 735-9530
e-mail: send an e-mail
Barbara Saylor, CFP® is the founder of Palmetto Wealth Advisors. Barb earned her MBA from the University of South Carolina in 1989 and has a broad background in both individual financial advisement as well as corporate finance.
phone: view phone(803) 308-2147
e-mail: send an e-mail
I love hearing a client tell us that they have less worries about their financial future because we are helping them keep on track and that if conditions change, we'll work with them to address those issues in a timely manner."
phone: view phone(785) 232-3266
e-mail: send an e-mail
Bob is a graduate of the University of Delaware. His educational resume includes an MBA, specializing in finance and investments, from George Washington University, and a juris doctorate from the Widener University.
phone: view phone(302) 994-4700
e-mail: send an e-mail
Celia Brugge is principal of Dogwood Financial Planning, a registered investment advisor in the state of Tennessee, and is a Certified Financial Planner™ professional.
phone: view phone(901) 869-5790
e-mail: send an e-mail
As a Certified Financial Planner™ professional who also holds the designations of CPA and Qualified Plan Specialist, my aim is to empower you to make informed decisions and take effective action toward pursuing your specific goals.
phone: view phone(217) 697-1676
e-mail: send an e-mail
Raised in Hawaii and a Punahou graduate, David has always been passionate about helping people, acquiring knowledge and solving puzzles. His passion fueled a successful 20-year computer research career.
phone: view phone(808) 728-4396
e-mail: send an e-mail
David Valente, an associate at Berluti McLaughlin & Kutchin, concentrates in estate planning, asset protection planning, wealth management, probate and tax planning for individuals, families and small businesses.
phone: view phone(617) 550-3030
e-mail: send an e-mail
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future.
phone: view phone(701) 746-5429
e-mail: send an e-mail