Broker Check

About Us

Financial Professionals

An accomplished Financial Services professional, Albie has over 17 years of serving clients as a financial service professional with Concord Wealth Management. Albie’s career and focus in her practice is in promoting seminars on...

Read more

Ben runs a financial practice at Vector Capital Management, and assists clients with complex tax and planning needs. Get in touch with him by booking a consultation on www.vectorcapitalmgt.com .

Read more

As a financial professional with Concord Wealth Management, Jim helps his clients prepare for a secure financial future with strategies that are focused on individual needs. Jim has been in the financial services industry for more than...

Read more

Paul helps clients achieve their financial goals. Paul works with people of all ages and income levels, including families saving for homes, college and retirement, retirees, business owners, and people in life changing situations. 

Read more