Sharon Poss
Office Admin sposs@pbchistory.org
Anna Poulin
Assistant Executive Director/Accountant
Ms. Christine Raymond
Executive Director/General Counsel
Marybel Reinoso Coleman, Esq.
Craig Richman
Private Money Manager & Advisor
Many of our clients are smart, capable women who truly desire a caring advisor whose passion is to empower them to live life on purpose!
They want an advocate that speaks their language, listens with empathy and understanding, and guides them toward financial security.
Our mission is to manage our client's money and provide sage financial advice to help them live the life they desire!
