Heather Aragona Financial Mentor A LITTLE MORE ABOUT HEATHER:Heather began her career in the financial services industry in 2017, bringing with her a diverse professional background in government administration and management. Heather is a master problem-solver and advocate for her clients. She believes that great relationships begin with exceptional service and she delivers on that…
Dane Sauer, CFP® Financial Mentor A LITTLE MORE ABOUT DANE:Scott is a Certified Financial Planner (CFP®) at Mercer Advisors. Dane joined Mercer Advisors after graduating from Eastern Illinois University with a Bachelor of Science degree in Finance with a concentration in Personal Finance in 2015. He is passionate about helping families identify their financial goals…
Scott Adair, CFP® Financial Mentor A LITTLE MORE ABOUT SCOTT:Scott is a Certified Financial Planner (CFP®) and Investment Advisor Representative at ML&R Wealth Management. Scott Adair joined ML&R Wealth Management in 2012. Before joining ML&R he was a web developer and researcher for the Texas Legislative Reference Library. During this time, he embarked on his…
Carli Smith, CFP® Financial Mentor A LITTLE MORE ABOUT CARLI:Carli is a Certified Financial Planner (CFP®) at ML&R Wealth Management. She has spent the better part of the last two decades dedicated to the field of finance and investments. It was a passion that started early and led her to where she is today, helping…
Shelby Clements, CFP® Financial Mentor A LITTLE MORE ABOUT SHELBY:As an advisor at Durbin Bennett, Shelby works with clients to develop customized strategies to help them achieve their financial goals and objectives. Prior to Durbin Bennett Private Wealth Management, Shelby worked as a Business Valuation Analyst at an accounting firm in Louisville, Ky. In that…
Janie Richards, CFP® Financial Mentor A LITTLE MORE ABOUT JANIE:Janie is an Advisor at Durbin Bennett, Janie works closely with clients to develop customized wealth management strategies to enable them to achieve their goals and objectives. She has been a part of their team since 2016. Janie currently holds a Series 66 Uniform Combined State…