About Our People
Meet Our Team
We are a team of professionals with decades of combined experience who care deeply about helping clients make informed financial decisions with clarity. Each member brings a unique strength, but we’re united by the belief that financial planning should feel personal, not transactional.
"I am glad when my clients worry not about money, but about how to spend time with their family."
– Arne Morris
"Building relationships that last generations—that’s why I love what I do."
– Tracey Ellis
"I see the numbers, but I remember that behind every tax form there is a person with their own story."
– Michele Stewart
"Your finances should work for your life, not the other way around."
– Gerald A. Townsend
