Associates

 
  • Joe Psalmonds, CFP®

    Joe Psalmonds, CFP®

    President, Certified Financial Planner™

  • Beau Williams

    Beau Williams

    Financial Advisor

  • Hunter Greene, CFP®

    Hunter Greene, CFP®

    Financial Advisor, Certified Financial Planner™

  • Rob Harper

    Rob Harper

    Financial Advisor

  • Freida Fontineau

    Freida Fontineau

    Officer Manager, Compliance, & Adminstrative Assistant to Joe Psalmonds

  • Joanna Ball

    Joanna Ball

    Office Manager, Administrative Assistant & Marketing