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

Trevor McLuskey

Financial Advisor

Visit Trevor McLuskey's website


Team

Jason Billups

Jason Billups

Registered Client Service Associate

Daniel Landrau MBA, CFP®, CRPC

Daniel Landrau MBA, CFP®, CRPC

Region Director of Operations