207 West Main Street
Your finances are your lifeblood. And given recent events that have occurred in our industry we understand that trust is at the heart of every successful client-advisor relationship. We take that fact very seriously and are committed to always placing our clients' needs first and realizing that each individual situation requires individual advice and planning.
In our office we also understand that trust is earned. We are committed and passionate about earning your trust as we get to know you personally and help you develop strategies that work for your individual situation.
VP, LPL Financial Advisor
Aurelio Callope has been serving clients in the investment and financial advising industry for over 13 years and in the broader financial services industry since 1988. He and his wife, Diana, have been Whitewater residents for over 25...
LPL Registered Sales Assistant
Susan Foley joined the investment services team at First Citizens in 2016 but has been serving clients in the industry since 2004. Susan holds the Series 6, 63, and 65 registrations through LPL Financial, and is excited to assist...