Who We Are

Certified Financial Planners

We’re the kind of Financial Planners you’d take home to meet your parents. The kind of people you’d be proud to introduce to all your friends.

Dave Lord

Dave Lord CFP

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Timea Sarkozi

Timea Sarkozi CFP

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Frank Trolio

Frank Trolio CFP

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Shari Cerenzia

Shari Cerenzia

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Jo-Anne Lewis

Jo-Anne Lewis

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Catherine  Woodrich

Catherine Woodrich

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