Kevin Handford, CFP®, ChFC®,
AIF®, RICP®
Owner, Senior Financial Planner
Jennifer Handford
Financial Advisor
Ben Wright, CFA®
Financial Analyst
Susanna Walker, FPQP™
Director of Client Services
Nick Bogart, CFP®
Paraplanner
Dolly Workman, CFP®, CPA
Paraplanner