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About Us

Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.


Paul Jackson

Paul Jackson

BA, CFP, CLU, RHU

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Jason Bergen

Jason Bergen

CFP

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Kirk Dzaman

Kirk Dzaman

EPC

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Brandon Fleenor

Brandon Fleenor

CFP

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Office Support Staff


Laura Dolby

Laura Dolby, CPA-CGA

Administration Accounting

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Jodi Bethune

Jodi
Bethune

Administration

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Terri Johnston

Terri Johnston

Administration

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