We are excited to announce a new role for a key team member. Jack Bell is now a Wealth Advisor. He will work closely with Jeff and Landy to serve our many businesses, families, and individuals to meet their financial goals.

We are excited to announce a new role for a key team member. Katie Young, CFP®, is now a Wealth Advisor with Financial Forum. Her latest role will include preparing financial plans and working with families and individuals to achieve their financial goals.