Our Team
Our team is located at
8415 Pulsar Pl, Suite 110, Columbus, OH, 43240, United States
Our Advisors
William James
Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus
Peter Kaldis
Business Development Director Wealth ManagemeBailey Parson
Branch Service Manager/Client AssociateMary Ann Abbott
Client AssociateLet's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
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