Guiding our clients and their families to financial independence, every step of the way

 

Every day, we strive to become one of our clients’ most trusted advisors. As your committed, responsive team of wealth professionals, we take great pride in bringing structure, organization, and clarity to the complicated world of wealth management.

Kathy Findlay

Kathy Findlay, CIM

Portfolio Manager & Wealth Advisor

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Jaden Sio

Jaden Sio, BBA

Associate

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Sarah Fisher

Administrative Assistant

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