Focus Areas
- Estate and legacy strategies
- Retirement savings strategies
- Retirement income strategies
- Sustainable Investing
- Intergenerational planning
- Wealth strategies
Team Members
- Avori PurdyClient Experience Specialist
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Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Start hereWhat are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizSetting your path
We use an established process to help you reach your goals.
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