Our advisors

Gray L Goudeau

CFP®, ChFC®, CLU®

Private Wealth Advisor

Franchise Owner
Learn more about Gray L Goudeau Visit Gray L Goudeau's website

Jennifer Slimmer

MBA, CFP®, CRPC

Financial Advisor

Operations Director
Learn more about Jennifer Slimmer Visit Jennifer Slimmer's website


Our team

Danica Bowie

Danica Bowie

Administrative Assistant

Miguel Jimenez

Financial Planning Specialist