Your Financial Team
Jason Stalker - Account Executive
As the CEO and Account Executive for the firm, Jason advises a select group of high net worth individuals, families and organizations...
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Kevin has been an accredited financial planner for over fifteen years and has worked in the financial industry for more than twenty years...
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Client Support and Administration
Tracy Stalker - Office Manager
Tracy’s career has touched different aspects of the financial industry since 1989...
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