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Specialty: Financial Wellness

Eric Pailing, CRPC®

FINANCIAL ADVISOR

John Sayers, CFP®, CRPC®

FINANCIAL ADVISOR

Teddy Awuah, AIF®

SR. RETIREMENT PLAN CONSULTANT

Joanna Cecilia-Fleming, CFP®, CRPC®, RFC®, CBDA℠

PARTNER, FINANCIAL ADVISOR, & MANAGING DIRECTOR

Ed Callahan, CFP®

PARTNER & MANAGING DIRECTOR

Jim Marx, CRPC®, CPFA

PARTNER & MANAGING DIRECTOR

Joshua Zdeb, CRPC®, ABFP

FINANCIAL CONSULTANT

Coleton Nelson

FINANCIAL ADVISOR

Stu Berrin, RFC

PARTNER & MANAGING DIRECTOR

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