Aside from being real estate foodies, we take physical fitness to heart as well. Marshall Berch and Tom Burns serve as Operation Boot Camp instructors as well as Paula Needle being a dedicated participant. Start 2013 off with a healthy you. If interested, please feel free to contact Marshall or Tom.
Financial Strategist Wes Moss visits Marshall Berch & Associates.
Wes Moss is the Chief Investment Strategist for Capital Investment Advisors (CIA) and a Partner at Wela Strategies. He began his career at Prudential Securities as a financial advisor before joining the Atlanta office of UBS Financial Services as Vice President – Investments and becoming a CERTIFIED FINANCIAL PLANNER™. Wes merged his wealth management practice with CIA, becoming a partner in 2009. CIA is an Atlanta-based fee-only investment management firm that specializes in retirement income planning and manages more than $1 billion, making it one of Georgia’s largest fee-only investment firms.