Associates

 
  • Steven G. Heslinga, CFP®, CIMA®

    Managing Director - Investments, Senior PIM Portfolio Manager

  • Albert M. Tate, Jr., AAMS®, CMFC®

    Senior Vice President - Investment Officer, PIM Portfolio Manager

  • Steven W. Heslinga

    Vice President - Investment Officer

  • Shawna R. Lockley

    Senior Registered Client Associate

  • Myra Schnepp

    Client Associate

  • Paul M. Heslinga

    Financial Advisor