Jay is a CFP® and enthusiastic hiker.
Financial Advisor
Brian is a Wealth Manager and enjoys woodworking.
Adam is a Financial Advisor and family man.
Jerry is a CFP® and competitive ballroom dancer.
Vice President
Janelle is a CFP® and has a twin sister.
Justin is a CFP®, father of three daughters, and talented musician.
Chris is a CFA Charterholder and enjoys golfing.
Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.
Neal is a Financial Advisor, fly-fisherman, and avid guitar player.
Mike is a CIMA® and committed community volunteer.
Principal, Vice President
Kevin is the company’s President and enjoys unwinding by the fireplace with family and friends.
President, Chief Investment Officer
Molly has been to over 20 national parks.
Tom is a CFP® and dedicated golfer.
Tim is the firm's founder and avid seaglass collector.
Founder
Todd is a CFP®, a competitor and problem solver.
Adam is a CFA, CFP® and constantly humbled golfer.
11.29.23 | Institutional Retirement Plans
11.27.23 | Financial Planning
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