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, CFP®, CLU, MBA
CFP®, CLU, MBA CERTIFIED FINANCIAL PLANNER™ professional Retirement Planning Specialist
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
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
(804) 285-3134