THE TEAM AND PARTNERS BEHIND PACTOLE FINANCIAL STRATEGIES
Pactole Financial Strategies’ client-focused team is always ready to help you enjoy your life passions while achieving your financial objectives. Our experienced partners put their knowledge and proven track records at your service!

President
Financial Planner (F. Pl.)
Chartered Life Underwriter (CLU)
Financial security advisor
Advisor in group insurance and group-annuity plans

Finance and Operations Director

Tax Lawyer – Private Wealth Management and Estate Planning

Director of Business Development and Administration

Large company Group insurance and Pension plans

Small business Group Insurance and Pension Plans

Financial security advisor

Financial Security Advisor
*External partner who offers support services for general information. Interpretations, regulations and taxes implications can change without notice. Clients are invited to consult their own lawyer and/or tax specialist.