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OUR APPROACH

Wealth Philosophy – Living Above the Line
Total Wealth Planning – Intersection of Financial Plan and Investment Management
Superior Service – Tailored, Efficient, Responsive

OUR 3-MEETING PROCESS

Test Drive Our Firm

JUST BECAUSE YOU CAN DO IT ON YOUR OWN, DOESN’T MEAN YOU NEED TO

Our comprehensive and practical financial planning strategies seek to offer a superior, full-service and integrated experience.

OUR TEAM

A commitment to excellence brought our talented team together as one independent firm.

Jeff Brown

PRESIDENT

Allison Williams, CFP®, CDFA®

CHIEF OPERATING OFFICER

Patrick Ford, CPWA®

DIRECTOR OF WEALTH MGMT

Tyler Morris, CPWA®

WEALTH ADVISOR, PORTFOLIO MANAGER

Irene Zawasky

CLIENT SERVICES SPECIALIST

Colin Domonoske

WEALTH MANAGER ASSISTANT

Glad Elevado

CLIENT SERVICES ASSISTANT

Bob Wolter

BUSINESS DEVELOPMENT PARTNER

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