About Us


Our Offices

Our Team Our Team

Steven Wilson
Steven is a graduate of Stanford University and has 17 years of experience in estate planning and investment services
Email to: Steve Wilson
Michael Tammet
Michael has his master's degree in personal finance from Penn State and has been with us for 12 years, now helping individuals with personal finance and planning.
Email to: Michael Tammet
Amanda Rambeaux
Amanda has been with us for 23 years and helps take care of the front desk and makes all of our customers feel right at home.
Email to: Amanda Rambeaux
Robin Mitchell
Robin has spent the bulk of her career working on Wall Street but has spent the last three years with us, managing mutual funds and investments for our customers.
Email to: Robin Mitchell
Saul Richmond
Saul is the co-founder of Financial Services, LLC and has over 30 years' experience in the finance world, having started as a small-town bank teller and working his way up to bank president. Eight years ago, he decided to start a new company with his friend Tom and they have been providing financial services ever since.
Email to: Saul Richmond
Tom Thomas
Known affectionately around the office as "Tom Tom," Tom also has over 30 years of experience in commercial lending and corporate funds management. He co-founded the company with Saul and manages the bulk of the business accounts and services the company provides.
Email to: Robin Mitchell