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Specialty: Retirement Plan Consulting

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

Brandon Van Goethen, CPFA®

FINANCIAL ADVISOR

Jim Marx, CRPC®, CPFA

PARTNER & MANAGING DIRECTOR

Debi Stranman

SR. RETIREMENT PLAN CONSULTANT

John O’Brien, PIA

FINANCIAL ADVISOR

Rik Ditter, CMFC®, RFC®

PARTNER & FINANCIAL ADVISOR

John Cervantes, CFA®

PARTNER & SENIOR INVESTMENT ADVISOR

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