Portfolio Advisor, Herbein Wealth Management
Jay E. Pluimer
Director of Retirement Services, Flourish Wealth Management
p: +1 (952) 392-4474
Email Jay E.
Managing Director, Lifeguard Wealth
President, Flourish Wealth Management
Partner, Insero Wealth Strategies
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Dimensional Fund Advisors
Associate Financial Planner
Director of Research
Stuart Vick Smith
Wealth Management Partner
Wealth Advisor, Arkin Financial Advisors, Savannah GA
p: +1 (912) 356-9222
p: +1 (651) 287-3712
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The Cogent Advisor
BAM Client since 2011