Meet the Team

Jenni Dazols
Jennifer Dazols, CFP®

FOUNDER &

SENIOR FINANCIAL PLANNER

Cathy McKee
Cathy McKee, CFP®, MBA

HEAD OF FINANCIAL PLANNING &

LEAD FINANCIAL PLANNER

Diana Freeburg, CFP®

LEAD FINANCIAL PLANNER

 

Photo of Sara Rosso
Sara Rosso, MBA

ASSOCIATE FINANCIAL PLANNER

Szu Wang
Szu Wang

ASSOCIATE FINANCIAL PLANNER

Photo of Mario
Mario Nardone, CFA

CHIEF INVESTMENT STRATEGIST

Lisa Dazols
Lisa Dazols, LCSW

HEAD OF OPERATIONS