Our advisors

Advisor photo for Kara Morin

Kara Morin

MS, CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kara Morin Visit Kara Morin's website
Advisor photo for Kristin L Young

Kristin L Young

BFA, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kristin L Young Visit Kristin L Young's website


Our team

Amy Bonzon

Amy Bonzon

Paraplanner,

Client Service Manager

Qualifications

  • Behavioral Financial Advisor

  • Accredited Portfolio Management Advisor

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Carson Manka

Carson Manka

Client Service Specialist

Patrick Fleming

Patrick Fleming

Paraplanner

Claire Batson

Claire Batson

Client Service Specialist