David Roberts

David Roberts and his family What does your dream retirement look like?Schedule a meeting with David to move towards your dreams today David married his wife, Teresa, in 1991 while they were both still in college. Their parents and schools had not prepared them to manage money, so some typical mistakes were made early in … Continued
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Joshiwa Graham

Chris Hogan and Joshiwa Graham Joshiwa Graham and his family What does your dream retirement look like?Schedule a meeting with Joshiwa to move towards your dreams today Joshiwa is a Registered Representative, licensed Insurance Agent and Financial Coach. He focuses on helping clients achieve their goals and objectives using a written investment and financial plan. … Continued
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Anu Brookins

What does your dream retirement look like?Schedule a meeting with Anu to move towards your dreams today Anu is quite an inspiration. Although everything she owned fit inside just two suitcases when she moved to the United States from India in her twenties, she was packing a ton of drive and ambition! A self-proclaimed nerd, … Continued
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Carlos Berrios-Agosto

Carlos Berrios and his family What does your dream retirement look like?Schedule a meeting with Carlos to move towards your dreams today From Puerto Rico Master Degree in Business Administration, Major Accounting Experience of over 14 yrs in the Financial Industry Worked at Chase Married for 22 years with 3 girls Love to help people … Continued
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Scott England

Scott with his wife Jodi and children Brittney and Marcus What does your dream retirement look like?Schedule a meeting with Scott to move towards your dreams today Bringing over 16 years of experience in the insurance and investment industry, Scott truly displays the “heart of a teacher” mentality as he educates his clients to navigate … Continued
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Douglas McCall

Doug and his wife What does your dream retirement look like?Schedule a meeting with Doug to move towards your dreams today As an independent financial advisor, Douglas McCall believes his primary job is to teach people how investing works and empower them to make their own decisions. Being a retired teacher, Doug has a passion … Continued
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Josh Blackwelder

Josh and his family What does your dream retirement look like?Schedule a meeting with Josh to move towards your dreams today Prior to his career in the financial services industry, Josh served as an ordained pastor in the United Methodist Church in South Carolina. Growing up as the son of an itinerant minister and then … Continued
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David Martinez

What does your dream retirement look like?Schedule a meeting with David to move towards your dreams today My mission is to serve as an advisor to my clients, providing them sound financial advice and counsel consistent with their goals and risk tolerance. I take the time necessary to fully understand what is important to my … Continued
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Cindy Robertson

Cindy Robertson Cindy Robertson and her husband What does your dream retirement look like?Schedule a meeting with Cindy to move towards your dreams today With 18 years of real life experience living the Dave Ramsey philosophy, Cindy Robertson takes an easy to understand approach to financial advising and wealth building. She wants to empower women, … Continued
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