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.



Our advisors



Our team

Jessica Marshall

Jessica Marshall

Office Manager,

Client Service Manager

Qualifications

  • Bachelor of Science, The Ohio State University, 2002

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Ciara O'Bannon

Financial Planning Assistant

Qualifications

  • Bachelor of Science, Delaware State University, 2023

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