Our wealth management journey started in 1994 with a dedication to exceptional client portfolio creation\, long-term planning\, and ongoing service. In 2008\, Paul teamed with Lisa\, who had decades of personal client service\, and elevated the level of white glove service that they earnestly strive for every day. In 2019\, Steve joined the practice to bring experience in portfolio analysis and add another layer of client service\, achieving the coveted CIMA designation. In 2023\, Jorge joined the team\, bringing experience in both financial advisory as well as client service. In launching Gold Key Private Wealth\, Kristin joined the team\, bringing her experience in relationship and project development\, marketing\, advertising\, and overall business strategy.
