We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
CERTIFIED FINANCIAL PLANNER™ | Senior Vice President
James began his career in the financial services industry in 1995 and is qualified as a General Securities Principal (Series 24), General Securities Representative (Series 7), an Investment Adviser Representative (Series 66) held...
LPL Financial Advisor
Jerad joined the SSB Financial Services team in 2021. Serving our northern markets primarily, Jerad takes a consultative approach in assisting clients in all aspects of their financial lives.Jerad is qualified as a General...
Client Services Administrator
With a passion for serving others, Anna has been in customer service since 2002 and specifically in the financial services industry since 2011. When not at work, Anna and her husband are very involved with their church and they enjoy...