Broker Check

Our Crew – A dedicated team of professional fiduciaries

Cathy is a Certified Financial Planner™ (CFP®) and President of the firm she founded in 1986 after obtaining her designation. She has devoted the entirety of her career to helping clients plan their financial futures...

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Kelsey is a licensed financial advisor specializing in offering comprehensive advice to Gen Z, Millennials, and Gen X. From the early stages of starting an emergency fund through to complex and innovative wealth management...

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A true people person, Kelsey Morgan joins our firm with 8 years customer services experience. In July 2019, Kelsey Morgan stepped into a role we affectionately like to call the “Director of First Impressions.” She is the...

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Elizabeth A. Reider

Licensed Life & Health Insurance Specialist

We have partnered with Elizabeth to provide our firm with remote assistance in processing Life and Long Term Care insurance. Since joining the team in March 2012, she has built valuable relationships with the families we serve.

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Sail toward the life of your dreams

We work together to reduce complexity and provide plans for how you can strategically utilize resources. We’ll start by crafting a custom plan for your needs. That process begins with a complimentary discovery consultation that allows you to learn more and get to know us better.

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