About

Meet The Team

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

Managing Director, Financial Advisor

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

Director of Asset Management, Financial Advisor

Corinne Wilson, CFP®, ChFC®, RICP®, CLU®, CRPC®

Director of Financial Planning, Financial Advisor

Tanya Fortuna

Operations Specialist & Client Service

Let’s Get Acquainted