Our team’s culture is one of listening to you. We listen to your unique story, to your goals and objectives and to your dreams. We then do all that we can to help you achieve those dreams.
Yusuf, a Senior Financial Advisor with Argosy Securities, has over 30 years of experience. He has developed a comprehensive investment and financial planning process based on sound business practices.
Gordon brings his extensive experience in insurance and real estate solutions to the team. Gordon primary responsibility is in developing comprehensive Retirement, Estate and Insurance plans for our clients.
Leila is our Client Service Specialist. Leila is responsible for new account paperwork and processing, client service requests and records management.
Les is our Tax Specialist. In addition to preparing tax returns, Les is dedicated to helping our clients save as much taxes as possible.