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.
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Tandy has managed our office for 25 years and knows most of our clients by voice. She addresses client needs in a timely and gracious manner and takes ownership for each outcome. She maintains current and accurate financial profiles and stands ready to assist with activities that support client success. She believes that the client experience should feel like family, and she is an integral part of the work we do.
Shannon is dedicated to improving every aspect of our client experience. With a background in operations across the financial services, real estate, and healthcare industries, Shannon believes that client care is the cornerstone of every interaction. She approaches every task with our clients 'needs prioritized, ensuring that their satisfaction remains paramount. This guiding principle shapes every aspect of her work.
Lachlan entered financial services driven by a passion for helping people better understand their finances and plan with confidence. With experience in both boutique firms and large institutions, he brings strong specialization in financial planning, workplace benefits, and investments. He combines technical skill with a personal touch. Outside work, he enjoys live music, snowboarding, and time with loved ones.
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