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Sean D. Ryan CPCU, AIC

Insurance and Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understa... View More

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Jennifer McCallian

High-achieving financial services professional with 7 year history of success in wealth management and financial planning. Dedicated and organized fin... View More

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Ammara Khalil

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities... View More

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Rebecca Witherspoon AdvDipFA

Experience working in financial management and planning. Proven strengths in adapting to changing markets and developing budget plans. Friendly person... View More

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Desmond Fox

Independent Financial Advisor, with 20 years of experience in dealing with NHS Pensions, and is happy to share knowledge. An Energetic employee who se... View More

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Sudhanshu Upadhyay

Sudhanshu Upadhyay

Finance professional with comprehensive experience in consultancy and advisory roles within financial services. Specialisms in delivering strategic fi... View More

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Certifications

  • Computer Awareness and Applications
  • Advanced Excel and Tally & Goods and Service Tax
  • Digital Marketing Analysts
Lukas William Van Deventer

Lukas William Van Deventer

Experienced customer service professional with over four years of experience in customer contact. I am passionate about applying my skills within an o... View More

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Certifications

  • WFT Basis, EIFD
  • Digital Marketing, Google
  • HTML, SoloLearn

Stephen Dodge

Accomplished Financial Advisor with over 20 years of experience building and cultivating lifetime client relationships now an Ohio licensed Attorney s... View More

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Brian Pedroza ChFC®

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Over 11 years of success supporting ... View More

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Certifications

  • Series 7, 63,66
  • ChFC® Designation
  • Life/Health License

Pako Mmusi

Offering strong analytical skills and client-focused approach. Knowledgeable about financial markets and investment strategies, with knack for buildin... View More

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Certifications

  • Certificate of Proficiency in Long Term Insurance