Our Team

Gwen enjoys boating and fishing with friends and family.

Nicole enjoys reading, crafts, the beach and, most recently, gardening.

Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.

Mike is a CIMA® and committed community volunteer.

Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.

Tom is a CFP® and dedicated golfer.