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.



Our advisors



Our team

Laura Bradshaw Tezjan

Laura Bradshaw Tezjan

Financial Planning Analyst,

Paraplanner
Lindsay Garrahan

Lindsay Garrahan

Office Manager