Broker Check
Support  Team

Support Team

The Gallant Financial Planning Support Team is an integral part of our operations. The team manages the firm’s books and keeps track of expenses and invoices. They are responsible for taxes, payroll, client contracts, and billing. They also stay on top of the status of all client services and keep the rest of us on track! Our office manager is currently pursuing a degree in accounting with the goal of becoming a Certified Public Accountant (CPA).