Christopher Ruspi
Certified Financial Planner™
The most important business relationship you will likely ever have is the one you have with your financial planner. This is because no other professional will likely have as big an impact on whether you achieve your financial goals....
Glenn Karney
Client Service Manager
When you want service you want it quick, accurate, and friendly. On our team Glenn takes responsibility for 100% of the service requests. He has almost twenty years of experience providing client service. Some of the common service...
Jenni Donovan Rios
Marketing Consultant
Karen Klassen
Client Relationship Manager
Maintaining clients' needs on a personal level is not just a goal, it is a driving force for Karen. She has been in the customer service arena virtually all her working life. She feels it is important to build relationships that...
