Cooper Bradfish, CFP®
Paraplanner
As a paraplanner, Cooper provides essential support in financial planning by preparing reports, analyzing data, and assisting with client plans. He helps ensure a seamless client experience by managing paperwork, conducting research, and coordinating with advisors to develop tailored financial strategies.
Cooper enjoys spending time with family and friends, golfing, and watching his favorite sports teams.
Mae Joy "MJ" S.
Administrative Assistant
As an Administrative Assistant, MJ provides general administrative support such as communicating with clients & vendors, managing emails, and handling routine correspondence. She manages paperwork processing for clients account operation and ensures superior client experience.
She finds joy & inspiration in cooking, fashion, and traveling.