Duffy has over 25 years of financial experience including financial planning, investments, retirement plans, corporate controllerships, mergers and acquisitions and public accounting. He entered the financial planning and investment...
As a CERTIFIED FINANCIAL PLANNER™, CFP®, and Savvy IRA Planner, Curt Coulombe’s primary goals are to relieve clients’ anxieties and eliminate the mystery of investing with simplified, yet unique, investment plans....
Estate and Tax Planning Team
Stan Smiley is the senior vice president of Cetera Financial Group’s Advanced Planning Group. With more than 35 years of legal and estate business planning experience, he provides consultative services for ATL Global Advisors and...