Our Team

You Benefit from Individual and Collective Experience.

Each member of our team has specialized expertise. This allows us to execute on all aspects of your financial plan, easing you of the burden of having to assemble multiple professionals. 

Alex_508 - Copy

 

Managing Partner

 
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JoanAnne_758

 

Managing Partner

 
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Rick_340

 

Senior Vice President

 

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Ana_050

 

Director of Client Services

 
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Joe_244

 

Retirement Planning Services Associate

 
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Kaitlin_398

 

Financial Planning Services Associate

 
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Executive Assistant/Office Manager

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Jenna_223

 

Financial Planning Assistant

 
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