Broker Check

Meet the Team

Caroline (Carrie) Aarons

Caroline (Carrie) Aarons

Client Service Specialist

Fanitta R. Ballard

Fanitta R. Ballard

Client Service Specialist

Mara Scherer

Mara Scherer

Office Coordinator

Mukund G. Pai (Retired)

Mukund G. Pai (Retired)

Chief Entertainment Officer

Our Strategic Partnerships

Prosperity Network of Advisors

Prosperity Network of Advisors is an established industry thought leader that provides professional education, continual learning and a professional fraternity of best practices.

Meet the Team

Advanced Planning
Team

Cetera’s Advanced Planning Group, made up of highly credentialed legal and financial professionals, is one of our key resource partners. Their consultative approach provides technical and legal guidance to support our creation of your financial strategy.

Meet the Team

Cetera Advisors LLC & Pershing Relationship

Cetera Advisors is both a vital part of our financial firm and a key support system, providing us with cutting-edge advisory products, advanced technology, and secure asset custody through Pershing LLC, enabling us to deliver independent, client-focused wealth management.

About Cetera & Pershing

Who We Serve

We’re here to help clients from a range of circumstances find balance and reach their financial goals.

How We Help

Our Approach

At Balanced Financial Concepts, we take a relational approach to help clients thrive in their life and legacy.

Learn More

Contact Us

Are you ready to gain balance in your financial life? Reach out to our firm to learn how we can help you.

Schedule a Call