Meet the Team That Invests … in You

Amber entered the financial services industry in 2011 and in 2019, she became an Investment Adviser Representative. She focuses on helping people and families create the legacy they want and pursue the lifestyle they long for in retirement. Her clients choose her as their advisor because she cares about their personal needs and goals and listens to what truly matters to them.

Amber believes in educating her clients on their retirement plan options, including reviewing their current plans and life insurance, so they have the best understanding possible. “It’s important to contact a financial advisor for that holistic view of your overall retirement plan,” she says. “There are so many questions regarding saving and retirement planning, and if it’s not your strong point, it is hard to grasp everything you could be taking advantage of.”

Amber graduated from Towson University with a dual bachelor’s degree in accounting and finance. She resides in Harford County, Maryland, where she lives with her husband, Jedidiah, and their two children.

Bio coming soon!

Larry began working with public employees in financial services in 2012 and in 2019, he became an Investment Adviser Representative. As a former public employee, he shares a unique firsthand experience of the lack of education received in the workplace.

As a contracts attorney for the largest municipality in New Jersey, Larry worked as part of a team that negotiated contracts with major utility companies, managed public bid processes and drafted legislation. He was often asked to audit the application of public bid formulas to ensure they were factored accurately and fairly.

Larry’s unique blend of legal and financial knowledge has helped him craft everything from simple retirement plans to complicated mixed-strategy plans for his clients and their employers. He received his Bachelor of Arts degree from Stockton University prior to earning his Juris Doctor from the Drexel University School of Law.

In addition to his current work in financial services, Larry serves in a variety of pro bono roles for several nonprofits as an attorney. He maintains life insurance licenses in New Jersey, New York, Massachusetts, Connecticut, Michigan, Louisiana, Texas and Georgia.

Bio coming soon!

Bio coming soon!

Bio coming soon!

Bio coming soon!

Debbie has been serving clients in the Northwestern states for more than 26 years. She has passed the Series 7 securities exam and is an Investment Adviser Representative. She also holds life and annuity insurance licenses, which allow her to counsel clients in all aspects of their financial plans. Debbie’s expertise lies in truly listening to her clients’ goals and concerns, paying special attention to details that are important to them.

She has many years of experience helping clients from the public sector, the government sector, the self-employed and small business owners. Debbie understands and takes seriously the important role she plays as the financial professional in the lives of her clients. It is important to her that clients understand the full ramifications of each financial decision they make.

Debbie is active in many volunteer positions at her church and in the local community. She resides in Lincoln County, Washington, and enjoys the great outdoors with her husband, Bob, her children and five grandchildren. She is a licensed financial advisor and maintains her life insurance and annuity licenses in Washington, Oregon, Texas, Colorado, Tennessee and Connecticut.