Marketing & Communications Specialist Connie designs many of our marketing materials, oversees client communications and organizes and publicizes client events. …
Our Talent
William J. Prentice II, AWMA®, CFP®, CIMA®
MANAGING PARTNER ACCREDITED WEALTH MANAGEMENT ADVISOR℠ CERTIFIED FINANCIAL PLANNER™ CERTIFIED INVESTMENT MANAGEMENT ANALYST® As founder and Managing Partner, William J. …