Our advisors

Kara Morin

Kara Morin

CFP®, MS, APMA®

Financial Advisor

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

Kristin L Young

CRPC®

Private Wealth Advisor

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

Our team

Deborah A Morrow

Deborah A Morrow

Client Service Manager

Amy Bonzon

Amy Bonzon

Client Service Specialist

Athena L Morrow

Financial Planning Specialist