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Our Team

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Wade R. Marcy

President

Chief Financial Planner

Managing Partner

Bio

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Michael Turgeon

CEO

Chief Operating Officer

Managing Partner

Bio

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Kimberly Kirk

Client Relationship Manager

Admin

Bio Coming Soon

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Amanda Ross

VP of Tax Preparation

Tax Preparation

Accountant

Get To Know Amanda

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Vinny Merino

VP of Estate Planning

Wills & Trusts

Attorney at Law

Get To Know Vinny

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Kevin Fuqua

Director

Retirement Income Specialist

Financial Professional

Get To Know Kevin

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Chris Miller

Director

High Net Worth Tax

Financial Professional

Get To Know Chris

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Dan Neglia

Director

Healthcare

Get To Know Dan

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Bernie Olszeski

Director

Medicare

Get To Know Bernie

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George Danusis

Associate

Certified Financial Coach

Bio Coming Soon

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Kara Ramey

Associate

Insurance Specialist

Bio Coming Soon

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Natalie Jordan

Associate

Insurance Specialist

Bio Coming Soon

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Tatum Rutherford

Associate Representative

Public Relations

Bio Coming Soon

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Zack Witterman

Associate Representative

Research

Get To Know Zack

Schedule a Meeting Today

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