advice starts with trust

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Meet the people behind the plan

Clear, judgment-free guidance for the messy money middle, so big decisions are made with confidence, not guesswork.

  • A woman with blonde hair smiling, wearing a pink blazer and a white top, against a neutral background.

    Melissa Joy, CFP®

    President and Financial Planner

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  • A woman with shoulder-length wavy light brown hair, blue eyes, and a bright smile wearing a blue blazer over a black top, posing against a neutral background.

    Alexa Kane, CFP®

    Financial Planner

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  • A middle-aged woman with shoulder-length brown hair, wearing glasses, a light blue blazer, a matching blouse, and a pearl necklace, smiling against a plain beige background.

    Toni Wander, CPA, CFP®, CIMA®, CSRIC®

    Financial Planner

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  • Portrait of a smiling woman with shoulder-length light brown hair, wearing a light gray blazer and white top, against a plain beige background.

    Alyssa Calhoun

    Chief Operating Officer

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  • Portrait of a woman with shoulder-length wavy blonde hair, smiling, wearing a dark green blazer and a white top, against a neutral beige background.

    Joanne Przeslawski

    Client Service Representative

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  • A woman with long blonde hair, blue eyes, and light skin, smiling, wearing a navy blazer and a white top, against a beige background.

    Genevieve Guys

    Associate Financial Advisor

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  • A young man with brown hair and blue eyes, wearing a white blazer and light blue collared shirt, smiling against a plain background.

    Robert Cesario

    Investment Associate

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  • A smiling man wearing a blue dress shirt and a dark blue blazer with a subtle check pattern, standing against a plain beige background.

    Alec Waldman

    Associate Financial Advisor

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TAKE THE FIRST STEP

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