Devika is a CERTIFIED FINANCIAL PLANNERTM professional who founded Sohum Financial Planning LLC in 2019 after moving her practice under d/b/a

MS, CFP®, ChFC®, RICP®, RSSA®, CKA® Experienced in financial industries for 25 years with focus on investment, tax plannin

John Navin is not your typical financial advisor. Sure, he’s spent over 30 years guiding clients toward financial success, and his expertis

S. Joseph DiSalvo, ChFC®, is the President of Quest Capital & Risk Management, Inc., which he founded in 1997. With over 25 years in fina

From Pastor to Financial Consultant Len Curtis has always dedicated his life to helping others. With over 30 years of service as a pastor in Chi

Mike is a comprehensive financial planner who specializes in working with pre-retirees, retirees and business owners.  He is a dedicated adv

Hunter is a native of Edmond and graduated from Deer Creek High School. He attended the University of Kansas to play baseball, where he found his

Gene Tannenbaum AIF™, BFA®, began his career over 30 years ago in NYC with one of our nation’s largest and most respected investm

Cliff Guthrie is a Certified Financial Planner with more than 10 years of experience and has been educating Northeast Florida residents on person

Erik helps High Net Worth individuals, professionals and business owners with strategies to grow their wealth and design retirement income while