Compliance
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Stephanie Elton
READ MORE: Stephanie EltonStephanie joined our team driven by her strong desire to make a positive impact in people’s lives through their financial well-being. Her responsibilities encompass identifying new business opportunities, Coordinating all our internal teams, and ensuring clients receive tailored advice to help them realize their vision of true wealth. With an extensive background spanning 14 years…
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Alicia Upton
READ MORE: Alicia UptonAlicia is our financial information expert, with a diverse background in managing various aspects of financial operations, including accounting, inventory, purchasing, estimating, reporting, and human resources. Her goal is to provide accurate and timely financial information to both our internal and external stakeholders while ensuring strict compliance with all relevant laws and regulations. Her professional…
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