Broker Check

Our Team

Amber Watson

Client Relationship Manager

Bill Hunt

Bill Hunt, CFP®, CDFA®, CLU®

Partner, Retirement Planning Specialist

Charlie Stanton

Charlie Stanton, CFP®, ChFC®, CLU®, CASL®

Managing Partner, Retirement Planning Specialist

Jessamyn Lim

Client Relationship Manager

Melanie Francis

Client Relationship Manager

Paul Webb

S. Paul Webb

Partner, Retirement Planning Specialist

Yuliya Goldenshteyn

Client Relationship Manager