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!
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President
Financial Planner (F. Pl.)
Chartered Life Underwriter (CLU)
Financial security advisor
Advisor in group insurance and group-annuity plans
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Finance and Operations Director
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Tax Lawyer – Private Wealth Management and Estate Planning
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Director of Business Development and Administration
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Large company Group insurance and Pension plans
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Small business Group Insurance and Pension Plans
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Financial security advisor
Advisor in group insurance and group-annuity plans
*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.