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Our Team

Today, more than ever, Certified Financial Planners are an essential partner in financial planning. Read more about the benefits of working with a CFP® professionals here.

 
Charles McRae

Charles McRae,
CFP®

Associate Wealth Advisor

Julie Banda

Julie Banda

Senior Client Services Associate

Traci Diedrich

Traci Diedrich

Operations and Client Relationship Manager

Candice Frank

Candice Frank

Client Services Associate

Sue  Goott

Sue Goott

Accounting

Marissa Wilson

Marissa Wilson

Administrative Assistant