by uvwaadmin | Feb 10, 2025
CFP® My professional baseball career with the Minnesota Twins taught me that life isn’t about the achievement or the career; it’s about the relationships you build and the impact you leave behind. After my playing days ended, I knew I wanted to create that...
by uvwaadmin | Feb 10, 2025
CFP®, ChFC®, CLU®, MBA Your family’s estate, trust, tax, and wealth management needs require a financial advisor who has specialized training, certifications and experience. Scott White helps families with significant net worth develop estate and financial plans....
by uvwaadmin | Feb 7, 2025
CFP® Corey Vertich is an Investment Adviser Representative of the firm, holds the FINRA Series 7, Series 6 and Series 63 licenses and is securities licensed in 23 states. He is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity...
