by Alicia Allen | Jan 17, 2024 | People
Mike Flickinger Mike Flickinger, CFA – Portfolio Manager Mike has over 10 years of experience in the financial services industry, working with high-net-worth individuals, fortune 500 companies, and public not-for-profit clients. As a portfolio manager, Mike...
by Alicia Allen | Oct 20, 2023 | People
Dan Sargo Dan Sargo, Client Service Manager With over two decades worth of experience in financial wealth, Mr. Sargo ensures clients receive outstanding and trustworthy service. He began his financial services career in 2001, and has worked with Mellon Financial, The...
