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
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.