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

Sara Rosso, MBA

ASSOCIATE FINANCIAL PLANNER

        

Szu Wang
Szu Wang

ASSOCIATE FINANCIAL PLANNER

Mario Nardone, CFA

CHIEF INVESTMENT STRATEGIST

Lisa Dazols
Lisa Dazols, LCSW

HEAD OF OPERATIONS