Laura has spent her career helping people in need. She received her Master’s degree in Mental Health Counseling in 1992, and her financial planning practice grew out of her recognition that financial decision-making is one of the...

Woody manages interactions with regulatory agencies, investment companies, and retirement plan providers to ensure our strategies are implemented with precision. Woody earned the Accredited Investment Fiduciary® Designation in 2021...

With her hospitality finance experience, Rocky helps clients through financial decision making, while providing excellent client service. Rocky graduated from Cornell University with her Bachelor’s in Hotel Administration, and...

Mary handles all account logistics and works with our asset management partners to ensure your money is managed promptly and securely. She has several years of experience in the financial services industry, and holds the FINRA Series...

With her client-centric attitude and attention to detail, Susan ensures our office runs smoothly. Susan answers phone calls, assists clients with appointment scheduling, and always strives to provide thoughtful and caring service.

Angela oversees logistics of financial/investment planning meetings and keeps our office organized. With years of experience as a school teacher, Angela’s thoughtfulness and attention to detail allows our clients to be sure that...