EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Senior Administrative Assistant

Molly Veasey

Administrative Assistant

Nicole Boysen

Administrative Assistant / Paraplanner

Lorraine Vorko

Investment Analyst

Jon Cahill, CFP®

Program Lead, Pro Bono Services

John Anderson, CFP®

Experience Manager

Kelley L. Louth

Financial Planning Specialist

Adam Bailey

Advisor Client Relationship Specialist

William Torrence

Business Development Specialist

Anthony Barbosa

Digital Marketing Manager

Laron Gray