With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo

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Advisors

Samantha Heers

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Samantha Heers's website


Team

Jano Kelly

Jano Kelly

Office Manager