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Services
Financial Planning
Retirement Planning
Investment Management
University Employee Services
Estate Planning
Tax Planning
401k Management
Values Based Investing
About
Our Team
Our Process
Insights
Your Money
Your Retirement
Your Legacy
Your Business
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(k) Calculator
SECURE Act RMD Calculator
ROTH VS. TRADITIONAL IRA CALCULATOR
College Readiness Quiz
Our Team
Wealth Strategists
Adam Finch
CFP®
Founder, Managing Director, Senior Wealth Strategist
Matthew Bowden
CFP®, ChFC®, CLU®
Senior Wealth Strategist
Phillip Hollander
CFP®
Wealth Strategist
Client Services
Laura Modjeski
Client Services Manager
Grace O'Malley
Client Service Associate
Hannah Finch
Intern
Operations
Nikki Calloway
Director of Operations
Erin Harlow
Client Operations Manager
Leslie Remy
Senior Client Operations Associate
Ellen Miller
Client Operations Associate
Meet Your National Team
