Our Team

As Chief Investment Officer, Angie helps clients both grow and protect their wealth. She focuses her 22 plus years of investment experience on building portfolio strategies that allow our clients to be invested to have Wealth Without...

As President of the firm, Dana focuses her 25 plus years of investment industry experience on helping clients understand complicated financial concepts and create their own plan for Wealth Without Worry. As a serial entrepreneur, Dana...

As a founding principal, George is committed to building successful relationships with our clients. With a lifelong passion for philanthropy, George has served on countless non-profit boards and understands the needs and challenges of...