Christine Papelian
CFP®, CWS®, CDFA®
Senior Financial Planning Manager
Knowing how you’ll plan your financial future is extremely important. From developing a plan to achieve your goals, to setting up ongoing management and administration of your portfolio, we offer a full range of services delivered with the highest ethical standards and professionalism. Our professional advisors are up-to-date on market strategies, policies and regulations, trust and estate matters.