Together we coordinate all aspects of each client’s financial plan to meet their goals. We have made it top priority to provide a Value Proposition with highly qualified and experienced advisors.
Who will be working with me?
Michel Tenaglia, CFP
David Williams, Columbus
Michael Olson, Chicago
Marguerite Tschirhart, Esq.
Michael Fines, CFP, North Carolina
Wes Armstrong, CFP, North Carolina
Richard Adamson, Oklahoma
Years of Experience: 20 Years
Wayne State University, BS in Business Administration: Marketing Management
January 2016 - Present, VIMA LLC
2014 - Raymond James & Associates, INC
2007 - 2014, Charles Schwab & Co. INC
2006 - 2014, E*TRADE Securities LLC
2005 - 2006, Comerica Securities
1999 - 2004, Merrill Lynch