• Wendell Jones, CFP®

    Founder & Financial Planner

    Founder & Financial Planner

  • Caroline Toniolo, CRPC®

    Founder & Financial Advisor

    Founder & Financial Advisor

  • Nathan Love, CFP®

    Financial Advisor

    Financial Advisor

  • Danielle Gainey, FPQP®

    Senior Associate

    Senior Associate

  • Alexa Rogers

    Client Associate

    Client Associate

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