Experience
Makes all the difference
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Stephen S. Schaefer, CFP®
Senior Vice President - Wealth Management
Portfolio Manager
Private Wealth Advisor
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786-394-2903
Hiromi Hanamura, CFP®, CRPS®
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
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786-394-2904
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