We are an independent, fee only firm. 

 

Managing your wealth can be highly emotional, if not confusing and downright stressful. Our job is to translate your goals and dreams into actionable plans. We'll meet regularly. We'll ask questions. We will both adjust to keep you on track.

 
 

ADVISORY TEAM

 

annette brinton, CFP®

Founding Partner, Senior Wealth Manager

Chuck Bowes, CFP®

Founding Partner, Senior Wealth Manager

courtney HUTCHINSON, cfp®

Wealth Manager & Director of Operations

JOE PARK

Head of Investment Research & Strategy

JESSE PENCE, CFP®

Associate Wealth Manager

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 Rania Ghwai

Associate Wealth Manager

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Adriana Goiricelaya

Associate Wealth Manager


OPERATIONS TEAM

LESLIE TIETZ

Administrative Assistant

STEPHANIE DANNEBAUM

Client Service Associate