Meet The Team

Meet The Team

We have families and life goals just like you. Here’s what separates us from most financial planning firms: We don’t see our clients as “clients,” but family. Just like family, we’re going to be completely open and honest with you. We want you to have complete peace of mind as you come to understand exactly what we’re doing and how your money is working for you.

Mark Keen, CFP®
Kathryn Gustafson, RICP®
Lori Allison
Michael Stevens
Sarah B. Murphy
Danielle Burkhardt