Care and Savvy Expertise

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

Jessica Howe, CFP®

Financial Advisor & President

Megan Buchanan, CFP®

Financial Advisor

Brent Hunsberger, CFP®

Financial Advisor

Joanne Boorman,CFP®

Associate Advisor

Andrea Vedder

Associate Advisor

Andy Nieto

Operations Specialist

Sydney Plaza

Administrative Assistant