Our People

jason-headshot

Jason Fowler

CERTIFIED FINANCIAL PLANNER®

Paul Fowler 500x2

Paul Fowler

CERTIFIED FINANCIAL PLANNER®

Paul Horn 500x2

Paul Horn

CERTIFIED FINANCIAL PLANNER®

Mandy 500x2

Amanda Golder

Financial Planner AFP®

Daniel Underwood 500x2

Daniel Underwood

Financial Planner AFP®

Ben Cole 500x2

Ben Cole

Financial Planner AFP®

angelo

Angelo Caltabiano

FINANCIAL PLANNER AFP®

james

James Wauch

FINANCIAL PLANNER AFP®

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Bradley Cox

Provisional Adviser

rhi

Rhianne Rees

Client Services Officer

kimmy

Kimmy Natera

Client Services Officer

Misty

Misty Grieves

Client Services Officer