About Us

Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Paul Jackson

BA, CFP, CLU, RHU

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Testimonials

Jason Bergen

CFP

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Testimonials

Kirk Dzaman

EPC

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Brandon Fleenor

CFP

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Office Support Staff

Laura Dolby, CPA-CGA

Administration Accounting

Jodi
Bethune

Manager of Administration

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Rachel Murray

Reception Client Service

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Tara Messenger

Administration

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