With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

Amy Suzanne Knapp

CFP®, MBA

Financial Advisor

Franchise Owner
Visit Amy Suzanne Knapp's website


Team

Heather Allison

Paraplanner

Kelly Van Der Jagt

Administrative Assistant