Broker Check

MEET THE TEAM

We have families and life goals just like you. Here’s what separates us from most financial planning firms: We don’t see our clients as “clients,” but family. Just like family, we’re going to be completely open and honest with you. We want you to have complete peace of mind as you come to understand exactly what we’re doing and how your money is working for you.

Mark Keen

Mark Keen, CFP®

Financial Advisor

Lori Allison

Lori Allison, CFP®

Financial Advisor

Michael Stevens

Michael Stevens

Financial Advisor

Sarah B. Murphy

Sarah B. Murphy

Director of Operations

Stacey Teitman

Stacey Teitman

Client Liaison

Bahar Picariello

Bahar Picariello

Client Liaison