Back to Member Directory
Corporate
Organization Overview
Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, as well as high net-worth individuals and families.
We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, as well as high net-worth individuals and families.
Sabrina McGurr
Behavioral Financial Advisor (BFA)
Vice President | Financial Advisor
Clayton Hunter
Financial Advisor
Corporate
Industry
Employee Benefits Consultants, Financial Advisors & Services