Bill Tasker, CFA
Financial Advisor with 20 years of experience, Bill specializes in the planning and allocation process of client portfolios as well as assisting in portfolio construction. A key emphasis is placed on future, inflation adjusted income streams for client retirement needs. Client directed goals play a critical role in how we structure our overall portfolio and wealth strategy process.
Greg Nickum, CFA
Portfolio Manager with 18 years of experience, Greg specializes in constructing and monitoring investment portfolios. He is responsible for the research of investment vehicles including stocks, bonds, and mutual funds. Mr. Nickum constructs portfolios to match a client’s income, tax, and estate planning needs while taking into effect risk.
Ashok Sanghavi, CFP
Ashok is a Certified Financial Planner (CFP), and has completed the Certified Public Accountant’s (CPA) studies in 1988. He has achieved his Certified Life Underwriter (CLU) & Chartered Financial consultant’s (ChFC) designation. Areas of specialty include: Advanced Assets Protection Planning, Tax Planning, Estate Planning, Business Succession Planning. Creation, Cultivation, Preservation & Distribution of wealth on a most tax favored basis.
Pete has been a licensed investment representative since 2011 and has been in the Mortgage Business for over 30 years. He started his career in the Real Estate business as a Realtor and developer in the early 80's.