The Client First Employee Directory

Financial ServicesUnited States2-10 Employees

At The Client First, we put people before products. We ask questions, listen to your responses, and work with you, the client, to find the solutions that best fit you. Whether it’s solving a concern that’s causing you to worry or putting the pieces together that makes your dreams come true, we serve you. Our goal as a firm is to have each of our clients become a Five Star Client. 

If you’re a teacher who has spent decades in the classroom impacting the children of our community, you deserve to be heard and served. Look at our services page for more information about what we do. We’d love to navigate through this experience with you. 






Securities offered through J.W. Cole Financial, Inc. (JWC)Member FINRA/SIPC (www.finra.org and www.sipc.org respectively). Advisory services offered through J.W. Cole Advisors, Inc (JWCA). The Client First is not affiliated with JWC/JWCA. This website should not be seen as an offer to buy or a solicitation to sell securities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.

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