Our Team

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 2025

Paul Jackson
BA, CFP, CLU, RHU
jason bergen 2025

Jason Bergen
CFP

kirk dzaman 2025

Kirk Dzaman
EPC

brandon fleenor 2025

Brandon Fleenor
CFP

Office Support Staff

team laura 150x215
Laura Dolby, CPA-CGA
Administration/Accounting
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Jodi Bethune
Manager of Administration
Financial Advisor,Financial Dreams,Financial Advisors
Rachel Murray
Reception/Client Service
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Tara Messenger
Administration