Meet the Team

Jenni Dazols
Jennifer Dazols, CFP®

FOUNDER & SENIOR FINANCIAL PLANNER

Cathy McKee
Cathy McKee, MBA

LEAD FINANCIAL PLANNER

Szu Wang
Szu Wang

ASSOCIATE FINANCIAL PLANNER

Mario Nardone, CFA

CHIEF INVESTMENT STRATEGIST

Lisa Dazols
Lisa Dazols, LCSW

HEAD OF OPERATIONS