Keith Taylor, CHFC®, CLU®, RICP®, CExP®
Financial Specialist
ktaylor@cpwealthstrategies.com
Since 2000, I have worked with individuals, families, and small businesses to help them understand the impacts of their financial choices, and to increase their confidence in each financial decision....
Sadi Omerovic
Client Relations Manager
somerovic@cpwealthstrategies.com
Sadi Omerovic joined the team in 2014. She is the Client Relations Manager who has a wide range of abilities to assist clients with any questions.