Our Professionals

As a "one stop" financial services firm, we proudly present our certified team members who welcome you to the family!

                                                                                                                            

   
 

Joseph Karni

Investment Advisor

 

     

 

 
 

Professional Team

 

Sarah Summerall

Estate & Living

Trust Attorney

                 Jim Larson

                 Loan Officer

 Michael Ferguson    

CPA