Cultivating financial futures
Planting the seeds of success
Meet Our Team
Bryan Crabtree
CFP®
[email protected]
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Katie Foote
Financial Assistant
Adam Meyer
Financial Advisor
Mary Ellen Whalen
Elise Rand
Senior Paraplanner
Abby Aupperle
Joan Bernardi
Operations Manager
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Cole Hernandez
Intern
Looking for a personalized accumulation strategy?
Do you have an estate plan?
Our Services
Are you a business owner?
What is your risk tolerance?
How can we help you plan for retirement?
Worried about taxes?
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