Learn more about our Founding Partner:
Paul Compeau
Get to know our Paraplanner:
Steven Zmijewski
Meet our Client Service Associate:
Anne Culver
Meet the mind behind our Marketing and Social Media: Thu Do
Meet our College Planning Expert:
Angelena Jones
Meet our Cheif Investment Officer:
Ronlad Briggs Jr.
Meet our Director of Compliance & Operations: Nathan Meyer
Meet our Senior Portfolio Manager:
Maxwell Carlson
Meet our Portfolio Manager:
Jacob Kasperski
