We welcome our newest members and look forward to building our local community together!

Marc Crosby, CFP®
Joanna Cui, CFP®, Eagle Strategies LLC
Flavia Kirz, CFP®, Financial Connections Group Inc
Rustin McManis, Yeske Buie
Christina Gann Munguia, CFP®, Vantage Wealth Management
James Palen, Scholarshare529
Brian Wong, CFP®, Red Tower Advisors