Team
With more than 30 years of financial, tax, accounting and real estate experience, Paula is dedicated to providing clients with the finest individually tailored approach to wealth management. Drawing on her experience and national...
Linda joined Paula Porsch Wealth Management in 2009 after relocating from St. Louis and has been an integral part of the team and the success of the firm from the beginning. Linda has the pleasure of working with each and every one of...
Summit Financial Networks, a region of Cetera Advisor Networks, LLC
Registered Investment Advisor - Independent Broker Dealer
Summit Financial Group is a registered investment advisor and Cetera Advisor Networks is an independent broker-dealer and together are managed by a team of dedicated professionals who have been together for more than 25 years. Senior...
Smartworks Team
Technology
We are fortunate to call the Smartworks Team part of our family. They are our superstar technology experts that are responsible for the state of art technology that we have at our fingertips. We rely on the team for expertise in...
First Clearing Corporation
An Affiliate of Wells Fargo & Company
First Clearing is our partner in delivering total wealth management to our clients. They help us deliver advisory products to our clients such as mutual funds, exchange traded funds, separately managed accounts, and private investment...