Each of our Pivot Professional Partners financial representatives has personal and professional knowledge to offer custom solutions. We are singularly dedicated to developing lasting relationships with all our clients, recommending products that are appropriate for your investment goals.
With almost two decades of experience in the financial industry, Jon Paul enjoys helping others obtain and maintain financial confidence. As CEO and Co-Founder of Pivot Professional Partners, he enjoys...
Katie is a licensed registered representative with Pivot Professional Partners. She graduated from St. Thomas University in 2018 with a bachelor’s degree in business management.
With over 17 years of professional experience, Nicole offers insight to guide management decisions, shape new strategies, inform potential changes, improve operations and identify ineffective processes and procedures for the Pivot team...