In-house, closely aligned partner.
PM Squared Financial
Phil Stanley founded the firm in response to the need his clients faced of being able to offer a variety of planning and investment solutions in one place. He has a passion for developing innovative strategies for his clients.
Haldeman & Hall
EMPLOYER HEALTH INSURANCE
Richard is the Partner and Co-Founder of Haldeman & Hall. This venture was created in response to the continued escalating cost and complexity facing businesses wanting to provide insurance to their employees.
Jim Ross Law Group
Jim Ross is the founder and principal attorney at the Jim Ross Law Group, where straight talk is the foundation of their practice. They firmly believe that their clients deserve the truth and to have unyielding support from a tough legal team that delivers on its promises.