Team

I help small businesses and their employees find confidence by pairing empathetic guidance with thoughtful, solutions-driven employer plan consulting.

David works closely with our principals to provide professional financial analyses and guidance to help our practice thrive.

A veteran of the financial services industry, Mike’s honesty, integrity and dedication to exceptional client service translate into an extraordinary client experience.

Quentesa is the friendly face that greets you when you walk through our doors. Her organizational skills make our lives easier - and yours!

Rachel is a friendly, caring and driven financial planner who understands that money is intensely personal. She provides a safe space for her clients to share their goals and aspirations and develops tailored solutions to meet their needs.

Richard is a teacher at heart and has spent decades studying retirement. His understanding of the financial, emotional and lifestyle challenges that come with retirement make him an invaluable asset to his clients.