Meet the Team

Our Experience

Our team has a wealth of knowledge to serve you. Our backgrounds include a heavy focus on financial planning, a research-based investment philosophy, and income tax strategies. It’s this focus that allows us to provide you with truly exceptional advice!

FOUNDER

CERTIFIED FINANCIAL PLANNER™

CHARTERED RETIREMENT PLANS SPECIALIST℠

INCOME TAX SPECIALIST

CLIENT SERVICES MANAGER

ADMINSTRATIVE ASSISTANT

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