5 New Year’s Resolutions to Keep You Financially Fit in 2022

We’ve all said it…“I’ll start on January 1.” Whether it’s hitting the gym or eating more vegetables, every year millions of Americans make resolutions to better themselves. Besides building strength with a yoga practice, the new year is a great opportunity to bulk up your financial muscle. As a wealth advisor for over 20 years, […]

West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Divisional Manager
Home Base: Denver, CO

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303.815.4104

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Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia (north)

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

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267.626.4165

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South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia (central and southern)

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

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404.822.4709

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Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Divisional Manager
Home Base: Chicago, IL

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312.219.1136

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Northern Virginia

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager  |  Home Base: Oaks, PA

Let’s Connect  |  267.626.4165

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CENTRAL & SOUTHERN VIRGINIA

Central & Southern Virginia

MIKE OZBURN

Divisional Manager  |  Home Base: Lookout Mountain, TN

Let’s Connect  |  404.822.4709

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North / South Territory

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

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267.626.4165

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CENTRAL & SOUTHERN VIRGINIA

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

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