Meet the Sapiat Team
At Sapiat, we’re here for a bigger purpose: to help you achieve financial independence. We take pride in our work and processes. We promise to listen as much as we talk, and we excel at explaining things in plain English (no jargon).
President, CFP®, CHFC®
CFP® – CERTIFIED FINANCIAL PLANNER™ ChFC – Chartered Financial Consultant AWMA – Accredited Wealth Management Advisor AAMS – Accredited Asset Management Specialist IMC – Investment...