For the past 25 years I dedicated my career to helping corporate clients protect their balance sheets and income statements. Many challenging situations were addressed, and we successfully developed professional relationships with...
Chris Jacob, CFP® is the president and founder of Cadeau with more than 30 years of experience. Chris is a registered representative with Saxony Securities.
Vince Klein is a Wealth Advisor with Cadeau. Vince considers himself a financial swing coach, helping his clients identify money they are losing unknowingly and unnecessarily.
Barb Fish is part of the "Critical Team Members" at Cadeau. She has been working with Chris Jacob for more than 29 years; prior to the firm's inception. Wearing a number of hats, she is a vital member of the team, ensuring the office...
Linda has 20 years experience in the insurance and financial services industry. Her knowledge is quite extensive and is a great addition to our team.
