Our Team
Jerry G. Van Houten, AIF® CKA®
Financial Advisor
Since 1987, Jerry has been advising professionals, individuals, and small business owners toward attainment of the financial goals that they really want. “My mission is to help my clients make an informed decision that...
Frank A. McHugh III
Advisor Assistant
Frank joined the firm in July 2016. Frank assists Jerry mainly with account application processing, client follow-up and customer service. Frank worked in the financial services industry for well over 10 years, including major firms...
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