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Kevin Lum, CFP®
FOUNDER
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Noah Hankin, CPA, CFP®
FINANCIAL PLANNER
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John Frechette, CPA, CFP®
FINANCIAL PLANNER
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Nick Hiebert, CFP®
FINANCIAL PLANNER
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Kyle Hurt, CFP®
FINANCIAL PLANNER
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Zach Holcomb
CHIEF GROWTH OFFICER
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Christine Damico, CFP®
FINANCIAL PLANNER
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Matthew Forney, CFP® CPWA®
FINANCIAL PLANNER
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Robert McAlister, WMCP®
FINANCIAL PLANNER
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Jeannette Campbell
OPERATIONS MANAGER
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Elena Dunn
FINANCIAL PLANNING ASSOCIATE
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Jacob Tell, CFP®
FINANCIAL PLANNING ASSOCIATE
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Cora Isaacson
CLIENT SUCCESS MANAGER
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Kelli Handsman
CLIENT SERVICES ASSOCIATE
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Skyler Campbell
INTERN