Associates

 
  • Christopher T. Cannon, M.S., CFP®, RICP®, AIF®

    Christopher T. Cannon, M.S., CFP®, RICP®, AIF®

    Managing Partner & Wealth Management Advisor

  • Tyler Cox, AIF®

    Tyler Cox, AIF®

    Managing Partner & Retirement Plan Advisor

  • Donald J. Settina, CFP®, AIFA®, PPC™

    Donald J. Settina, CFP®, AIFA®, PPC™

    Advisor & Chairman Emeritus

  • Cynthia Settina

    Cynthia Settina

    CFO & COO

  • Katie Clark

    Katie Clark

    Client Service Manager