OUR TEAM
I support our advisors and their clients once they have agreed to take action on their plan for the future.
I support our advisors and their clients once they have agreed to take action on their plan for the future.
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I help our advisors and clients plan for their future. I also lead the Haunn Landers & Co operations team.
I help our advisors and clients plan for their future. I also lead the Haunn Landers & Co operations team.
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I am here to provide a top-notch experience for our advisors, operations team, external partners and most of all our valued clients
I am here to provide a top-notch experience for our advisors, operations team, external partners and most of all our valued clients
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I work with these clients by first and foremost building a foundation of trust and mutual accountability. I ensure they know they can rely on me for any financial matter.
I work with these clients by first and foremost building a foundation of trust and mutual accountability. I ensure they know they can rely on me for any financial matter.
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I build my best relationships with hard working families that want to make smart decisions with their money. I help them by eliminating financial stress.
I build my best relationships with hard working families that want to make smart decisions with their money. I help them by eliminating financial stress.
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I work with established professionals and business owners with a family that are serious about planning their retirement.
I work with established professionals and business owners with a family that are serious about planning their retirement.
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I work with small business owners and families who have done a great job at raising their kids and are now looking at planning their retirement.
I work with small business owners and families who have done a great job at raising their kids and are now looking at planning their retirement.
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Our mission is to help build and protect wealth by helping clients get clear on what is important to them. We then help them take the steps to achieve it.
Our mission is to help build and protect wealth by helping clients get clear on what is important to them. We then help them take the steps to achieve it.
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I help growing private company owners as well as families who are approaching retirement. I also have the important responsibility to provide leadership and oversight of the team at Haunn Landers & Co.
I help growing private company owners as well as families who are approaching retirement. I also have the important responsibility to provide leadership and oversight of the team at Haunn Landers & Co.
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Affiliations
Fran Pendino
Client Service Leader
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Ian Willmott
Manager, Client Operations
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