Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Advisor Team
Advisor Support
Andy Bell, CMT, CIMA(R)*
Portfolio Manger, Shores Edge Financial, LLC
andybell@shoresedgefinancial.com
*Not Affiliated or Registered with Royal Alliance Associates, Inc. (RAA)
Michelle Wayman, CPA*
Tax Advisor - TruNorth Tax, LLC
michelle.wayman@trunorthtax.net
Behind the Scenes
Cindy Pollack
Director of Compliance
Rita Robbins
Founder, Affiliated Advisors
Rita Robbins combines extensive industry experience with a proactive, personalized approach toward empowering her advisors. Since 1994, when she founded Affiliated Advisors, Rita’s sole focus has been on helping advisors grow...
Tom Rippberger
CERTIFIED FINANCIAL PLANNER (CFP®)
Tom Rippberger has over 20 years of experience in the financial services industry. He has a proven record of strategic development and business execution. His legal background helps advisors navigate complex client situations. Tom...
Trisha Qualy
CERTIFIED FINANCIAL PLANNER (CFP®)
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.