Growing Your Future Together

Ali Kemp, CFP® – CEO

Mike Dunbar – Principal

Dorothy Lewis, CFP® – Founder

Amanda Burrows, CFP® & CSRIC® – Principal

John Walsh, CFP® – Wealth Advisor

Alan Hensley, CFP® – Wealth Advisor & Vice President

Daniel McCaffrey – Senior Portfolio Manager

Lori Roberts – Client Service Manager

Melissa Aldaba Aguilera – Client Service Associate

Jordan Ford, IACCP® – Chief Compliance Officer & Director of Business Operations

Karan Springstead – Executive Assistant

Audrey O’Leary – Executive Assistant

Laurena Manke – Client Service Associate

Cesia Wyatt – Client Services Associate