Brian Drolet has a commitment in helping people with their personal finances. He graduated from The University of North Texas and received a Bachelor’s Degree in Business Finance in 2007. Brian and his wife of 5 years live in...
Recently joining the team from well-known firm, Edward Jones, Andrew Gold brings with him a wealth of knowledge and experience with portfolio management for both individuals and business clients. Using several proven tools and...
Nick has been part of our team for over a year now, bringing a wealth of expertise to our firm. At just 24 years old, he was consulting C – level executives of fortune 500 companies, helping them optimize their data operations....
Executive Assistant and Paraplanner
Jessica Trutza is the Director of Client Service. Jessica ensures that the client experience at Prestige Wealth Management is second to none. Jessica also works as a Paraplanner in the firm and supports the efforts of the lead advisor...
In her spare time, she enjoys reading, writing, rock climbing, and spending time with friends and family.
Marketing and Client Services Associate
With unwavering enthusiasm and a steadfast commitment to our clients' success, Natalie brings invaluable support to our firm's commitment to exceptional customer service and deliverables. A distinguished graduate of Oklahoma State...
Back Office RIA
Arbor Point Advisors brings independent advisors the best in technology, practice management andgrowth programs from industry thought-leaders Securities America, Orion Advisor Services andcustodians with highly recognized consumer...
Securities America Inc. is a national top 10 independent broker-dealer (as ranked by Financial Advisor magazine, 2019). A wholly owned subsidiary of Advisor Group, Inc. Securities America’s 88,000-square-foot corporate...
Premier Trust administers trusts only and does not manage investments or provide legal advice. Clients maintain continuity in their investment plans and retain the relationships they have with their financial advisor, attorney, and CPA...