Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

Advisor photo for Christopher Gillan

Christopher Gillan

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Christopher Gillan's website


Team

Ian Murray

Ian Murray

Client Service Coordinator

Roles & Responsibilities

  • Client Service and Scheduling
  • New Client Onboarding
  • Office Management
  • Application/Paperwork Processing
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Nico Collins

Nico Collins

Client Service Coordinator

Roles & Responsibilities

  • Financial Plan Deliverables
  • Data Management & Input
  • Illustrations & Applications
  • Summary Letters
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Mason McLaverty

Mason McLaverty

Financial Planning Assistant