The Team Approach

We work with all of the professionals on your team including your CPA, attorney, banker, property and casualty agent and any other advisors in addition to members of our team.

Ann Young, Office Manager.  Ann has come to us with over 20 years of experience in the financial industry supporting Financial Advisors.  She has brought her expertise and understanding of how to process our business in a professional and confidential manner to assure a smooth and detailed process.

Cindy Brown, Client Account Specialist.  Cindy has been with us for about 7 years and assists in all aspects of customer service.  She takes great pride and leadership in her department.

Crista Bresnahan, Retirement Specialist.  Crista has been with us for over 3 years and assists in the enrollment and administration of 401k and retirement plans.  

 (From Left to Right:  Crista Bresnahan, Ann Young, Cindy Brown)