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.



Advisors

Ian McIntosh

CRPC, APMA

Financial Advisor

Visit Ian McIntosh's website


Team

Michele Hartman

Michele Hartman

Financial Planning Analyst,

Financial Planning Analyst