Team
Paul Sahota, CFP®, CRPC®
CERTIFIED FINANCIAL PLANNER™ and Investment Consultant
Paul works hard to simplify the lives of his clients by helping them work towards their individualized financial objectives (continues ...)
Tina St. Louis
Client Services Associate
Tina joined our team in 2008 after spending 15 years in various areas of the real estate industry. She has excellent people skills and brings a positive and strong work ethic each and every day (continues ...)
Brooke Simmons
Branch Operations
By 1998, Brooke obtained her securities registration and realized that she really loved the legal and compliance side of the business (continues ...)
Tess Dawson
Client Services Associate
Tess's goal is to always provide outstanding client service while maintaining a positive attitude (continues ...)