Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Justin Lavender

APMA, CRPC

Financial Advisor

Learn more about Justin Lavender Visit Justin Lavender's website

Chuck Waugh

CLU®, ChFC®, APMA

Private Wealth Advisor

Learn more about Chuck Waugh Visit Chuck Waugh's website


Our team

Lori Waugh

Lori Waugh

Office Manager,

Paraplanner

Qualifications

  • Team member since 1997
  • Licensed Paraplanner
  • Lori specializes in client service and is our office manager
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Beca Sealey

Beca Sealey

Financial Planning Assistant

Qualifications

  • Bachelors in Business Administration, Major in Finance with a minor in financial planning and business law.
  • Enrolled in the CFP program.
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Lesli Niusulu

Lesli Niusulu

Client Service Manager