What We Believe

Meet Our Team

Michael L. Cole, MBA

Senior Financial Advisor
Managing Director - Investments


Rebecca N. Roberts

Financial Consultant


Tami Bohanon

Senior Registered Client Associate


Eric DuBose

Senior Financial Advisor


Daniela Pineda

Registered Client Associate


Julianna Henderson

Financial Advisor


Audrianna Islas

Registered Client Associate


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The Cole Financial Strategies Group