Meet our Team

 

 

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Scott Turner has been in the financial services business for over 20 years. He specializes in financial consulting for individuals and families with an emphasis on asset management and retirement planning. Scott helps his clients build and preserve wealth through comprehensive guidance, superior client service and a disciplined approach to...
Steve Klimaszewski works mainly with individuals and families who want to focus on maintaining a quality of life while working and throughout retirement. He believes in building personal relationships and creates a financial plan by listening to his client's short and long-term goals. His goal is to help clients achieve...