About

Meet The Team

Patrick McNaughton, CFP®, MSFS, RICP®, ChFC®, AWMA®, AAMS®, CLU®, CRPC®

Managing Director, Financial Advisor

Jennifer Matthews, RICP®, AAMS®, AWMA®, APMA® , CRPC®, CETF®

Director of Asset Management

Corinne Wilson, CFP®, ChFC®, CRPC®

Director of Financial Planning, Financial Advisor

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