Audrey Coleman

President / Financial Advisor

CFP®, CKA®


Janice Thompson

CEO / Financial Advisor

MSFS, CFP®, CKA®, CEPA®


Anthony Saffer

VP / Financial Advisor

CFP®, CKA®


Alex Okugawa

Financial Advisor

CFP®, CKA®, CEPA®


Jody Thomason

Financial Advisor

CFP®


Jeff Luebe

Client Services Manager


Jill Schiller

Office Manager


Matthew Calcagno

Financial Planning Associate

CFP®


Nolita T. Ramirez

Receptionist