Curtis W. Taylor
CEO and Managing Director
980-222-7295
" I am not oriented to one- time transactions but focus on developing long-term relationships with clients. I apply my experience and broad industry know-how to design customized strategies to help them work toward their financial...
Leah Harris
Office Manager
980-222-7295
Leah has worked in the Financial/Banking industry for over 15years. Her passion is to develop a long-term relationship with each client so that she can make them feel seen and heard. She will always keep a clear line of communication...
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