Mission Statement

Mission Statement

To create a collaborative environment whereby entrepreneurial advisors can grow as professionals and grow their independent practice without the burden and distraction of running their business alone.

Our Team:

• Pat Lanotte, Branch Manager, CFP, 25+ years of experience in comprehensive wealth management. Works for the advisors, not the other way around.
• Christopher Jones, Support Advisor, CFP, 14+ years of experience. Works for the advisors.
• Liz Chung, Administrative Assistant/Client Service Coordinator, 2+ years experience.
• Culture of advisors interacting and sharing industry ideas and client implementation.

Our Support:

  -Business Operations

• Processing business
• Making/confirming appointments
• Running day to day operations of an office and staff

  -Customer service

• Responding to client requests for business transactions
• Meeting and greeting clients when they visit
• General client interactions and business servicing
• Financial planning strategies

  -Case Design Input from Branch Manager, Support Advisor and Advisor Community

  -Financial Planning Support

  -Business Development

• Broker Dealer programs both in house and third party proprietary programs
  

  -Professional Growth

• Experienced insight to client service review models
• Broker Dealer “Next Level” coaching programs