Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


close

Team photo
Team photo

View Larger


Advisors

Advisor photo for Dee Edwards

Dee Edwards

CFP®, CRPC, ChFC®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Dee Edwards's website


Team

Colette Putt

Colette Putt

Client Service Specialist