The Team

Our team has the experience and services to help bring your plan to life. 

Our Advisors

Our Team

Michelle Zimmerman

Michelle Zimmerman

Compliance/Operations Officer, Partner

Casey Davis

Casey Davis

Client Concierge

Kristina McDougle

Kristina McDougle

Planning Assistant

Julie Flinner

Julie Flinner

Client Service Specialist

Stacy Shema

Stacy Shema

Client Service Specialist

Susan Bright

Susan Bright

Marketing Specialist