Meet your lead advisors 🤝
Carly Jeavons, CFP®
Lead Financial Advisor
Chris Riboli, CFP®, CPA
Lead Financial Advisor
Chelsea Gonzales, CPA, CEPA®, CFP®
Lead Financial Advisor
JT Trimble, CFP®️
Lead Financial Advisor
Katie Kavehrad, CFP®, CAP®
Lead Financial Advisor
Brandon Woods, CFP®, CKA
Lead Financial Advisor
Jordan McConnell, CFP®
Lead Financial Advisor
Paul Layton, CFP®
Lead Financial Advisor
JJ Lester, CFP®
Lead Financial Advisor