Meet the Team

Putting You First With a Team Approach

As a client, you will receive timely service and professional advice through our team approach.  Our team members focus on different areas of client service, so you get the expert assistance you need when you need it. 

Learn more about how our unique skills and experience can help your wealth management needs. 

Rebecca Puddephatt, CIM, FMA

Senior Portfolio Manager

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Profile of Megan Blundell

Megan Blundell, PFP, CIM

Associate Advisor & Financial Planner

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Headshot of Linn Sigur

Linn Sigur

Administrative Assistant

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Contact us

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