It Starts With You. Your Life. Your Plan.

You deserve high-performing advice which:

MEET OUR TEAM

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Renée Kwok

CFP®, President & CEO

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Hilary J. Champagne

Financial Planning Associate

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Jenna Israni

Financial Planning and Estate Administrator

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Michael Meehan

CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & Shareholder