James is dedicated to helping clients meet their investment needs and achieve their life goals by developing wealth management plans around their long term goals. As an independent advisor, Tony will have your best interest above his own and the broker dealer. For more than 19 years he has helped a select group of qualified individuals, business owners, and there family navigate through some of our most challenging markets.
Parker can help you develop your financial goals, estate planning strategies or provide investment advice. He provides a different approach to his service. The First Flight team brings nearly 100 years of combined experience. We are proud to operate as independent financial advisors to openly provide unbiased support that is best for our clients.
Parker can help you develop your financial goals, estate planning strategies or provide investment advice. He provides a different approach to his service. The First Flight team brings nearly 100 years of combined experience. We are proud to operate as independent financial advisors to openly provide unbiased support that is best for our clients.
Services
Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs.Coordinating with your tax and legal advisors.
Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs.Coordinating with your tax and legal advisors.
I am dedicated to helping clients meet their investment needs and achieve their life goals by developing wealth management plans around their long-term goals. You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us. You will always be treated with respect, honesty and dignity.
Every client has different needs. Since 1999, I have created a process that allows for each client to have a customized plans based on their own unique situation. Since my initial flight training in 1987 I have had two passions, flying and investment planning. Whether you are flying cross country or planning on entering retirement both need a detailed plan based on accurate information.
I whole heartedly believe in the Wells Fargo Advisors Financial Network value of putting clients first. As an independent advisor, I am not bound by product quotas and instead I focus solely on my clients' unique financial needs and on establishing strategies to help them reach their goals. My style is to meet face-to-face in order to build a rapport and really get to know what each client's priorities are.
Susan's primary responsibility is to maintain a professional and organized environment that allows the team to devote full attention to clients and their investment planning. With more than 30 years of financial services experience, Susan strives to ensure that each client's administrative and operational needs are handled accurately and quickly.
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