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Supporting Your Financial Journey

Behind every strong client relationship is a dedicated team helping coordinate advice, implementation and ongoing service. Glenn and Junree work closely with Josh to help deliver a smooth and responsive client experience.

Glenn

Client Services Manager

Glenn, Client Services Manager

Glenn helps coordinate meetings, implementation, administration and ongoing client service. His focus is ensuring clients receive prompt communication and that each step of the advice process is handled smoothly.

Junree

Paraplanner & Client Services

Junree, Paraplanner and Client Services

Junree works closely with Josh to prepare advice documentation, coordinate client service requests and support the delivery of high-quality financial planning advice.

Ready to start the conversation?

A complimentary initial meeting. No obligation.