Our advisors

Our team

Amanda Wolf

Amanda Wolf

Paraplanner

Roles & Responsibilities

  • Case Manager & Business Processor
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Danielle Jenkins

Danielle Jenkins

Administrative Assistant

Roles & Responsibilities

  • Client Service & Scheduling
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Katherine Casey-Naughton

Katherine Casey-Naughton

Administrative Assistant

Roles & Responsibilities

  • Business Processor
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Ellen Morency

Ellen Morency

Operations Manager

MaCara Moffit

Administrative Assistant