Our Team
Jane Advisor, CFP®
Lead Advisor. Focus: retirement income and tax coordination.
John Planner, CFA
Investment Research. Focus: asset allocation and risk.
Priya Client, ChFC®
Client Success. Focus: onboarding and ongoing reviews.
Lead Advisor. Focus: retirement income and tax coordination.
Investment Research. Focus: asset allocation and risk.
Client Success. Focus: onboarding and ongoing reviews.