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®, AIF®
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, AIF®, 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.”
Megan Howard
Client Services Director
meganhoward@financialguide.com
“I am here to be your first point of contact, a friendly voice on the line when you need to schedule an appointment, have a question, or need assistance.”
Holly Flynn
Team Operations Leader
“I am here to answer any questions you may have, provide service and offer support on your insurance and investment accounts.”