Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team

Claire Parcon

Claire Parcon

Client Service Manager

Personal Intro

Claire made a career change when she stepped out of recruiting to join my team in December 2022. Claire assists me with running insurance illustrations in addition to meeting preparation and follow up, client service, and administration.

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Aaliyah Newsham

Aaliyah Newsham

Client Service Manager

Personal Intro

Aaliyah joined my team in 2020 and assists me with client service, meeting preparation and follow up, event planning, and administration.

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Quinn Kelly

Quinn Kelly

Client Concierge

Personal Intro

Quinn joined my team in 2024. He assists me with client outreach, meeting preparation, client service, and administration.

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