Growing Your Future Together

Ali Criss-Kemp, CFP® – Chief Executive Officer & Chief Compliance Officer

Mike Dunbar – Principal

Dorothy Lewis, MA, CFP® – Founder

Amanda Burrows, CFP®, CSRIC® – Wealth Advisor

John Walsh, CFP® – Wealth Advisor

Alan Hensley, CFP® – Wealth Advisor

Daniel McCaffrey – Senior Portfolio Manager

Lori Roberts – Client Services Manager

Melissa Aldaba Aguilera – Client Service Associate

Jordan Ford – Business Operations & Human Resources Manager

Karan Springstead – Executive Assistant

Audrey O’Leary – Executive Assistant

Laurena Manke – Client Service Associate