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Our team is comprised of passionate, experienced, and specialized financial professionals curated to serve clients who dream as big as we do.

We approach financial planning as a team, with every perspective helping us build a stronger plan with better outcomes for our clients. When you work with one of us, you're working with all of us.

Jennifer Cothern

Director of Insurance Operations and Services

Davis Dunn

Financial Planning Analyst

Joanna Maria Pappas CFP®

Financial Planning Analyst