Meet our Team
A relationship centered around your goals.
Our team is uniquely positioned to serve the needs of our clients. With over 30 years of combined professional experience, and a staff committed to the highest standard of client care, we are here to help our clients achieve their most important goals.
Succession Wealth Planning is a team brought together by Mac Jarboe, Jr. and Greg Bagdasaryan. In a world where we believe customer service is often times ignored, we strive to deliver a consistent, positive experience for our clients and those they refer to us.
With the help of our capable staff members you will always have a resource available to you at every step of the way. Please take a minute to meet our team.
Mac Jarboe, Jr., CLU®, ChFC®
Managing Partner & Wealth Management Advisor
"I have a passion for uncovering new opportunities for clients and helping them to avoid financial mistakes so that they can enjoy their lives free from financial worry."
Greg Bagdasaryan, CEPA®
Managing Partner & Wealth Management Advisor
gbagdasaryan@financialguide.com
“To help my clients build and protect their personal wealth, so that they may enjoy a life free of financial worry.”