Our Caring Professionals
Building long term relationships through trust & expertise.
Shaun Chelf, MSFS, CFP®, RICP®, AEP®, FBS®, CRPC®
Laura Clark, CFP®, RICP®,ChFC®,ABFP℠, CRPC®, MBA
Trish Fleege Ettin, IACCP®
Brian Gainer, CFA®, CIPM®
Nicholas Alcorn CFP®
Jessica Bourassa, CFP®, CEP®, RICP®
Caitlin Gatewood, FPQP®
Lucas Adams, CRPC®
Click here for more information on Designations.
Now that you’ve met our team,
we can’t wait to meet you!