11611 North Meridian Street,
We found that people are often missing one or two crucial pieces of the puzzle and I bet it's the same with you. You're probably doing a lot of things right, but there's something you're not doing correctly or at all that's holding you back.
Once we identify those things and figure them out, everything finally starts to click. That's when you start making serious progress and that's what MSF Advisors can do for you. We help you identify what's needed to align your financial life and pursue your goals.
As a client of ours, our ultimate goal is to make sure you achieve your financial goals. We are always looking to design long-term, diversified investment strategies built within a planning process and are always looking for the most cost-efficient, high-value ways to manage your money.
It's important that we're smart with your money. What you pay matters to us. We feel that it is important for you to know exactly what you pay so there are no unexpected or unexplained costs.
As a full-service financial firm, MSF Advisors is committed to providing you progressive strategies and a financial plan with the right investments that fit your life goals.
MSF Advisors is ready to work with you wherever you are. Being licensed and registered in all 50 states means you don't have to change advisors when you decide to move.
We'll be there for you regardless of your plans. We can work with you remotely and in-person, allowing you to receive advice from a qualified professional however you feel most comfortable.
Corey obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2019 to provide better advice and guidance to clients regarding investments, insurance and other financial planning matters.
Annette's client-focused approach has made her an advocate and key resource for our clients over the years. Annette works with the financial advisors to coordinate and support the objectives and goals established with their clients.
Karen is an outstanding advocate for our clients helping with their service needs, relationship development with our advisors, and she has a dedicated focus to resolve any challenges put before her.
Vice President, Securities
Jermaine's focus is on the business and relationship development of our advisors. His goals revolve around building long lasting partnerships and ultimately meeting clients’ objectives for their future.
Vice President, Operations
Kyndra and her team provide support, training, and technical assistance to advisors within our firm. She also works closely with the business development team to create, execute and maintain marketing programs and initiatives.
Vice President, Insurance
David understands the difficulties that clients face when trying to decide on solutions to cover insurance needs. It is his goal to help them meet their objectives and provide guidance and support.
Senior Insurance Consultant
Mike has significant expertise with our life product portfolio and is proficient with most advanced planning concepts.
As our Compliance Associate, Ben is responsible for monitoring daily transactions, providing supervisory support, and assisting advisors with their compliance needs.