Stacie SorensenQAFP®

Financial Planner

What has inspired me over a lengthy career in the Wealth Management Industry is the incredible opportunity we have to make such positive and meaningful differences in the lives of our clients. I began...
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Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Corrado Tiralongo

VP, Asset Allocation & CIO, CLIML