Meet the Team

Jenni Dazols
Jennifer Dazols, CFP®

FOUNDER & SENIOR FINANCIAL PLANNER

Cathy McKee
Cathy McKee, MBA

SENIOR ASSOCIATE FINANCIAL PLANNER

Marco Ottonello
Marco Ottonello, MBA

FINANCIAL PLANNER

Szu Wang
Szu Wang

FINANCIAL PLANNING SPECIALIST

Lisa Dazols
Lisa Dazols, LCSW

HEAD OF OPERATIONS