Our Team
Life is complicated, and it seems to get more complicated every year. Techniques and tools that were effective just a few years ago may no longer lead to the best solution. Many different areas of expertise influence one's personal financial life - legal affairs, taxes, insurance, investments, and more. No one person has the experience or ability to offer comprehensive financial advice. To provide comprehensive counsel and expertise, it takes a team.
Back Row: Tom Knippa, Chris Lipper, Mark Schupbach, Rudy Fernandez, Greg Mudd, Adam Spence, Matt Fernandez
Front Row: Lesli Harlan, Kiley Rhoades, Laura Bryson, Kim Heffington, Jennifer Hicks