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



Team

Kelly Mordini

Kelly Mordini

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Certified Financial Planner®
View more
Kim Vik

Kim Vik

Client Service Coordinator,

Administrative Assistant
Susan Cowley

Susan Cowley

Receptionist,

Client Relationship Specialist