Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
It starts with questions and a conversation about what you want to accomplish. Next, we can help you organize your financial life into 3 key strategies across your lifetime.
Then, we can identify solutions to support the 3 strategies and deliver: Advice. Beyond investing.