Search

Meet Our Team

From diverse professional backgrounds, our team of professionals
join together to create a unique experience for our clients.

Erika Wood Team Image

Erika Wood

AIF®, RICP®, CFP®

Executive Director of Planning

Sue Marsh Team Image

Sue Marsh

Director of Trust & Tax

Brian Smith Team Image

Brian Smith

CFP®, CRPC®, MBA

Director of Planning

Alana Tallarico Team Image

Alana Tallarico

CFP®

Financial Planner

Greg Trump Team Image

Greg Trump

CFP®

Senior Estate Planner

Stephen Kinsley Team Image

Stephen Kinsley

Financial Planner

Dalton Richards Team Image

Dalton Richards

CPFA®

Financial Planner

Vanessa Spenard Team Image

Vanessa Spenard

CFP®

Financial Planner

Crystal Scott Team Image

Crystal Scott

Planning Associate