Experienced, Friendly, and Ready to Help
Our team is here to help university professionals and entrepreneurs navigate the complexities of financial planning. We understand your unique financial challenges and opportunities and are dedicated to providing personalized strategies that fit your goals. With our expertise and long-term partnerships, we aim to simplify financial obligations so you can focus on research or business success.
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Get to know us and discover how simply and securely we can help you attain your needs, wants, and goals.
Jon McCardle
President, AIF®
Bambrah Walker
Vice President & Financial Advisor
Tyler Hardt
CFA®, Chief Portfolio Manager for Pelican Bay Capital Management + Moran Wealth Management®
Shawna Hubertz
Client Relations Specialist
