The Financial Services Team at Thoroughbred Advisors is responsible for guiding clients through the Financial Planning Process to ensure their products, plans, and professionals work efficiently toward financial security and prosperity. They provide personalized financial advice, manage client portfolios, and coordinate with a network of experts, including CPAs, attorneys, and actuaries, to offer comprehensive financial solutions. The team is committed to delivering a consistent and high-quality service experience at every stage of the client's financial journey.
Daniel Reitz
Financial Advisor
Gordon Hogben
Financial Representative
Kara Koenig
Financial Services Professiona...
Luis Servellon
Financial Representative
Rachael Kaushal
Financial Services Representat...
Rick Jackson
Financial Representative
Robert Butler
Financial Advisor
Shira Avila
Financial Representative
Thomas Lynch Cfp® Ch...
Managing Director / Financial ...
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