Beverly Kimball - Client Relations Manager
Investing in your future shouldn't be complicated. I'm here to help you achieve balance between your future dreams, aspiring career, and quality family time, so you can live your best life now and in the future.
I strongly believe that no matter what stage of life you are in, you can focus your goals and define a path to a confident financial future.
What can I help you with?
Meredith Mitchell - Advisor Assistant
Guiding you through the process.
Helping others is something I truly enjoy. Planning for your financial future can sometimes feel overwhelming. I work alongside your advisor to help make the process as easy as possible. From gathering and filling out paperwork, to making sure all the details are monitored and completed, I am here to help make the process easy for you!
Reach out to me if you have questions regarding:
- Online access and going paperless
- Consolidating your Mailed Statements
- General account updates and questions
We know you're busy, and understand how scheduling can be a challenge when it requires emailing back and forth or having to call to reach your advisor during business hours. That's why we've set up this easy way to book electronically. Whether you just need to touch base via phone with a quick question or spend an hour with us via Zoom or in office, we've made the booking process as simple as possible. We look forward to connecting!