Our advisors

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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Amber Hooper

Amber Hooper

Client Service Coordinator

Beca Sealey

Beca Sealey

Intern

Kelsie Murphy

Administrative Assistant