Meet the Team

With over 60 years of combined experience, we have the expertise to guide you in the right direction - toward the achievement of your financial goals. 

 

WMA excels in two main areas: designing and implementing state-of-the-art, retirement plans, and individual wealth management. With expertise in virtually all areas of financial planning, our caring advisors are committed to your success - however you define it. 

 

Following are brief biographies of our team: