Michael Gentsch
CFP®, AWMA®, CRPC®
Senior Vice President, Client Development

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Professional Certifications
- CFP® – CERTIFIED FINANCIAL PLANNER® professional
- AWMA® – Accredited Wealth Management Advisor
- CRPC® – CHARTERED RETIREMENT PLANNING COUNSELOR℠