Broker Check

Team

 

Laurie Nardone, CFP®, began providing financial advice and wealth management services to individuals in 2006. Prior to starting her business, she spent nearly two decades with several investment companies...

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Heidi Morshead has over 25 years of experience in the financial services industry bringing a depth of knowledge in asset management, personal financial planning, trading and operations. Her CV includes: Director of Client Services and...

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April Reyes brings 15 years of Sales and Administrative experience in the financial services industry to Shira Ridge. She is currently expanding her education in the field of financial planning and is currently the Client Services...

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Emily Peacock joined Shira Ridge in 2010 as a Client Services Associate. Emily has over 15 years of experience in customer service based relations and sales. She quickly became an integral part of the team, providing outstanding behind...

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