Staff
Roger Machlin takes customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Beverley S Bouchard
813-875-2005
How can Bev help you?
- Enter trades
- Open new accounts
- Provide investment returns and account balances info for accounts
- Provides various other investment support
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Elizabeth A Railey
813-875-2005
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Kip M Hoppe
813-875-2005
How can Kip help you?
- Run proposals
- Conduct research
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Laurie Renda
Associate Financial Representative
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