Advisors
Client Assistants
Our Trusted Partners
Jessica Bell, JD CPWA
Senior Estate Planner
John McAllister
Business Development Consultant
Kathryn J. Thompson
Technology Solutions Consultant
Kristen Banks
Tax Strategist
Linda Grant-Smith, CPWA®, CFP®, EA
Wealth Strategist
Michael Olsewski
CRT Advisor Associate
Tom Kerner
Wealth Planning Associate
Veruschka Halligan, CFP
Wealth Planner