Our Team


ashley-smallAshley Rosser, AIF
Chief Executive Officer

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Andrew Johnston, AIF
Director of Wealth Management

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bud-smallHoward (Bud) Verfaillie, CFP, PPC, AIFA
Strategic Consultant

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Allison Livingston
Client Service Coordinator

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Jacob Riloff, ChFC, CASL
Strategic Consultant

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Audrey Hallman, CPA
Controller

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