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.

John Goott,
CFP®, AIF®
Principal

Daniel Goott,
CFP®, CIMA®
Principal

Doug Garrison, CFP®, MBA
Senior Wealth Advisor

Mark J. Grenader,
JD,CPA*/PFS℠
Senior Financial Planner

Jonathan Salvato, CRPC®
Wealth Advisor

Charles McRae,
CFP®
Associate Wealth Advisor

Julie Banda
Senior Client Services Associate

Traci Diedrich
Operations and Client Relationship Manager

Candice Frank
Client Services Associate

Sue Goott
Accounting