Audrey Coleman

Founder / Financial Advisor

CFP®, CKA®


Janice Thompson

Founder / Family Legacy Director

MSFS, CFP®, CKA®, CEPA®


Anthony Saffer

CEO / 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 Advisor

CFP®, CKA®


Philip Reuer

Financial Advisor

MS


Nolita T. Ramirez

Receptionist