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.

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Team photo

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Our advisors

Jessica Walters

ChFC®, AIF®, CRPC, CRPS

Financial Advisor

Learn more about Jessica Walters Visit Jessica Walters's website

Sarah Irwin

BFA, FPQP®, CEP®

Financial Advisor

Learn more about Sarah Irwin Visit Sarah Irwin's website


Our team

Kevin M. Bannon

Kevin M. Bannon

Financial Planning Senior Director,

CERTIFIED FINANCIAL PLANNER® professional

Qualifications

  • CFP®

  • ChFC®

  • CASL®

  • CLU®

  • MSFS

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Sharon Wehler

Sharon Wehler

Client Service Manager