Broker Check

Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Michelle Mast

Michelle Mast, CFP®, CLU, MBA

CFP®, CLU, MBA CERTIFIED FINANCIAL PLANNER™ professional Retirement Planning Specialist

888-640-5211

Julia Nunez

Julia Nunez

Assistant and Para-Planner to Michelle Mast. Julia Nunez provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice

(888)640-5211

Jocelyn Wilhelm

Jocelyn Wilhelm

Executive Assistant to Michelle Mast. Jocelyn Wilhelm provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice

(888) 640-5211

(804) 285-3134

We Use Cookies

This website uses tracking technologies to enable our website functionalities, to enhance user experience or to analyze performance and traffic. We may also share information about your use of our site with our analytics partners. We do not sell your information or share it for purposes of cross-contextual advertising. For more details on the data we process, see our Privacy Policy.