A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A commitment to...

With well over a decade of experience in the financial services industry, Glen experiences great satisfaction assisting people in making the most of their financial resources. He helps his friends and clients grow their assets and...

Mina Patel was introduced to the securities industry in 1988. Most of her experience comes from her working in offices where she managed various financial advisors’ practices. Currently, as Client Relations Manager for Robert...

For Bob Taylor, assisting people in making the most of their financial resources is a rewarding proposition. Bob actually enjoys coaching his clients through the myriad of wealth management issues and financial planning details. A...