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Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bruce  Clemens

Bruce Clemens

Branch Operations Manager

Victoria  Martin

Victoria Martin

Administrative Assistant

Investment Team

Liyin Bao

Liyin Bao

Portfolio Manager, LPL Operations Manager

Khurram Naveed

Khurram Naveed

Senior Analyst, LPL Operations Manager

Regina Crook

Regina Crook

Client Services Associate

Compliance Team

Support Team

Leslie Garrison

Leslie Garrison

Marketing & Communications Director