Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Savings Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Outdoor Enthusiast
- Coaching Sports
- Home Improvement
- Scuba Diving
- Spending Time with Family
Team Members
Donielle OkasiaSr. Branch Office Administrator
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