Our Team How We Work We believe our job is to not only manage your assets, but to help educate you, the client, on how behavior affects your planning goals.We achieve this goal, by working as a team and getting to know our clients. We want our clients to feel and recognize no matter where you live, you have access to world-class planning, account service, and resources. We use the term "Holistic Financial Planning" frequently. We look at the full picture and make individual recommendations to our clients, that fit THEIR needs.Take a look below and get to know each of us a little better. Meet Our Team James Hurst Advisor 541-883-7777 email@example.com Taylor Legard Reception 541.883.7777 541.883.7777 firstname.lastname@example.org Robert Mulcare, REBC® , FPQP™ Operations Officer 541-883-7777 email@example.com Renate Meakins Client Support Specialist 541-883-7777 firstname.lastname@example.org Joanna Zamudio Client Support Specialist 541.289.8271 541.567.0606 email@example.com Taylor Legard Reception 541.883.7777 541.883.7777 firstname.lastname@example.org Our team approach adds perspective to all we do and provides increased benefits to our clients.