Paul Jervey, CFP®
Registered Investment Advisor
Paul graduated from Delaware State University with a Degree in Business Management and Finance. Mr. Jervey has been in the finance and banking industry since 2004. He started his career at ING Direct. By 2008 he began working with New...
Michelle Turco
Vice President of Operations
For over 35 years, Michelle Turco has been contributing to the financial industry. Michelle began working with Paul in 2015. As Office Manager, she assures their clients receive the best possible customer service and is an expert at...
Jordan Victor
Financial Professional & Client Solutions Specialist
302.384.6149
Jordan A. Victor has a passion assisting clients to achieving economic success and financial security. He started in the banking and financial industry in 2015. His career began an Associate Banker at PNC bank. He...
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