Team
At Sterling Principle Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
As the Owner of Sterling Principle Financial Services, and as a Financial Advisor with Avantax Investment Servces℠, Shaun works with individuals, families and businesses, integrating tax planning and wealth management services...
Jordan provides administrative and customer service support for Sterling Principle. Jordan has worked as an administrative assistant for many years. She is currently in school to become a licensed tax preparer. Coming to work with...
Lisa provides administrative and customer support for the firm. Lisa holds a B.A. in Business Administration. She enjoyed a banking career for 12 years — holding positions including Regional Branch Manager and Bank Officer, and...