I am your first point of contact, the smile that will greet you at the front and the cheerful voice that will answer your calls. I take great pride in providing the best service possible, ensuring our clients needs are taken care of while trusting us with their financial planning. My role, as a licensed assistant, is to assist Les and Curtis in shaping your financial future. As a team we looked forward to the future chapters of each client’s life providing them with all the information they need to make the right financial decisions.