Our Team
MEET OUR Experienced, Professional Advisors
JOHN DAVIS
BA, CFP®, CLU®, CIM®, TEP
Partner – Certified Financial Planner®
STEPHEN MACDONALD
B. COMM, CFP®, CIM®
Partner – Certified Financial Planner®
KELLEY DOERKSEN
BGS, CFP®, CIM®
Partner – Certified Financial Planner®
CINDY SPRAGUE
B. COMM
Marketing Coordinator
REBECCA VERBISKY
B. COMM
Client Services
SAMMI MANUEL
Client Services
HOW TO…
SCHEDULE A CALL
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