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