Keith Taylor, CHFC®, CLU®, RICP®, CExP®
Financial Advisor
ktaylor@cpwealthstrategies.com
Money can be simple but is not always easy. Especially when work, family, and life can demand so much time from each of us. My passion is to help you to learn how money really works and how to take control of...
Sadi Benford
Client Relations Manager
sbenford@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. This ranges from scheduling meetings, preparing and completing paperwork, report preparation, managing...
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