Irma Mattes is our Associate Financial Planner. She brings to our team an extensive background in financial planning. She is a Certified Financial Planner (CFP) professional and holds the Elder Planning Counselor (EPC) designation.
Over the years, Irma has worked at a number of financial institutions and professional firms. We are thrilled to have experienced hands on deck.
Irma assists us with investment analysis, financial plan preparation, tax and, in some cases, client meetings. She is a licensed representative and is available to assist you with both your investments and insurance products when Cathie and Mike are unavailable.