How We Work
Teamwork makes the dream work! Our business philosophy and operations are deeply rooted in a team-based approach. Each contributing member lends their unique talents to create a firm that is like no other. We have developed a reputation for educating our clients in an easy to understand manner that leaves them feeling empowered and confident in their financial journey.
Erin Kinnie
Director of Operations
Anne Wilson
Client Experience Coordinator
Kathy Bennett
Accounting Manager
Cassie Norman
Director of Business Development and Social Media