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Portfolio Advisor, Herbein Wealth Management
Jay E. Pluimer
Director of Retirement Services, Flourish Wealth Management
p: +1 (952) 392-4474
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Managing Director, Lifeguard Wealth
President, Flourish Wealth Management
Partner, Insero Wealth Strategies
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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Pierce Capital Management, LLC
BAM Client since 2007