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

Program Lead, Pro Bono Services

John Anderson, CFP®

Experience Manager

Kelley L. Louth

Financial Planning Specialist

Adam Bailey, CFP®, MBA

Advisor Client Relationship Specialist

William Torrence

Digital Marketing Manager

Laron Gray

Finance Manager

Samantha Ferraro

Vice President of Tax Services

Ed Lynch, CPA, MT