We listen. This is vital. We have to understand your needs and goals in order to craft a customized plan that will help you achieve your financial goals. Your success is our success. As highly trained and experienced advisors we can help you by providing information so you can make informed decisions. This is not a do-it-yourself project. Let us help edge you closer to the life you worked so hard for and so richly deserve.
From mapping out a strategy to planning retirement income sources to legacy planning, Diane can provde the guidance and advice you need including wealth management, portfolio design, alternative investments and fixed income streams.
David is committed to building an environment conducive to growth and support. His vision of building teams of different expertise and independence is innovative in the financial service industry. and managing the multi-faceted...
CEO of TPFG, Financial Professional
EVP Compliance & Operations
As Compliance Coordinator, Cassie will play a key role in the supervisory and operational aspects of the firm. She approves trades and monitors business activities. Her attention to detail, combined with her analytical and...
Director of Advisor Services
Maggie is an extremely versatile project manager who provides administrative support in a variety of areas. She provides complete back-office technology processing. This includes billing, virtual filing, and reporting. She is the...