Community Involvement

The team is proud to serve and support their clients and community by their involvement through volunteering. Volunteering for organizations as a company. This year the efforts have been focused on the battle against childhood cancer, Alex's Lemonade Stand. We believe that communities are made stronger when individuals and business leaders come together to work for the betterment of the community in collaboration.


Daniel Robert Zak, CFP®

Wealth Management Advisor


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