Erika Wood
AIF®, RICP®, CFP®
Executive Director of Planning
Sue Marsh
Director of Trust & Tax
Brian Smith
CFP®, CRPC®, MBA
Director of Planning
Alana Tallarico
CFP®
Financial Planner
Greg Trump
Senior Estate Planner
Stephen Kinsley
Financial Planner
Dalton Richards
CPFA®
Financial Planner
Vanessa Spenard
CFP®