Our Team

Don began his financial practice in 1994 with a background in accounting. His mission is to be a trusted resource, helping people make sense of their finances through honest advice, clear planning, and thoughtful support.

Kristen focuses on creating a seamless, client-first experience. She is passionate about helping people feel supported and confident throughout their financial journey and takes pride in being a dependable resource for clients and our team.

Pete joined our team with a strong foundation in customer service and operations. He now plays a key role in supporting our clients and delivering a seamless service experience built on meaningful relationships.

With a down-to-earth approach, Scott C. brings clarity and care to each client interaction. Whether helping plan for retirement, manage investments, or navigate major life transitions, he’s committed to offering straightforward advice.

Scott S. focuses on helping clients define their goals through practical, education-driven financial guidance. His multifaceted background and industry knowledge allow him to deliver and implement customized, long-term planning strategies.