Portia joined Beacon Financial Partners in 2017 bringing with her over 15 years administrative experience.
Portia currently assists the Chief Operating Officer and the Chief Executive Officer supporting the daily operations of the firm. She also acts as the firms liaison between clients and the firm.
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.comBeacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO, and the above firms are independent and non-affiliated.
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