Tammy and I would like to welcome you to the Pharos Family!  We take great pride in the work we do with our clients and appreciate the confidence and trust you have placed in us.  We don’t take that kind of trust lightly and look forward to building on our working relationship.

Steve and I take a team approach to client service. As you know, we are both here to assist you, and we are committed to serving you. We can each help you in the following ways:

As the strategic Financial Advisor, I can assist when:

·         Discussing changes in current goals and objectives

·         Sharing any life event changes or retirement questions

·         Questions regarding your portfolio structure

And as Operations Manager, I handle:

·         Check requests or money transfers

·         Requests for documents

·         Day-to-day operational requests

If you’re not sure who you should talk to, don’t hesitate to ask either one of us.  Emails and phone calls for day-to-day needs are always welcomed and encouraged.

We look forward to helping you achieve your goals and objectives.