Kerstin Driscoll-Witt Director, Suite(k) Senior Retirement Plan Navigator “Don’t be intimidated by what you don’t know. That can be your greatest strength and ensure that you do things differently from everyone else.” Sara Blakely As the Retirement Plan Navigator of...
Jeff Chase VP, Financial Planning Senior Wealth Manager “It’s the magic within each of us that gives us the potential to inspire the world.” – Kobe Bryant As a Senior Wealth Manager and Vice President of Financial Planning, I enjoy helping people find their meaning of...
Travis Maus, AIFA® Chief Executive Officer Senior Wealth Manager “If your vision is for a year, plant wheat; if your vision is for ten years, plant trees; if your vision is for a lifetime, plant people.” Ancient Chinese Proverb As Chief Executive Officer, a...
