Care and Savvy Expertise

Our team is dedicated to providing our clients with service tailored to their individual needs

Jessica Howe, CFP®

Financial Advisor and President

Megan Buchanan, CFP®

Financial Advisor

Brent Hunsberger, CFP®

Financial Advisor

Joanne Boorman, CFP®

Associate Advisor and Chief Compliance Officer

Parker Gallagher, CFP®, MBA

Financial Advisor

Andy Nieto

Operations Specialist

Cara Kunz

Jean Rottman

Administrative Specialist

Lydia Rollo

Client Service Associate