Our robust marketing department builds individual marketing plans for each of our advisors based around their unique practice and their specific target markets. Advisors at our firm have monthly meetings with our marketing team to review and update their plan based on their goals for the next 90 days. Anything you can think of from a marketing standpoint can be handled internally, freeing up your time to spend more time doing what you love and less time figuring out how to market yourself.

Get in Touch

Chelsea Zangkas

(248) 663-4776