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MEET YOUR TEAM

As a client, you're a part of our family, and you can count on our team to give you the world-class service you deserve. We want you to have peace of mind knowing that we are here to serve your family for generations to come. That's why we've intentionally built a multi-generational practice with team members who are at different ages and stages of life and have a diverse range of knowledge, skills, and areas of expertise.

Todd Tauzin CLU®, ChFC®

Private Wealth Advisor

Hayden Scoville CFP®, ChFC®

Private Wealth Advisor

Tanya Robinson

Executive Assistant

Trevor Darrow

Financial Planning Assistant

Julie Tauzin

Chief Strategy Officer

Katy Dugal Simpson

Chief Marketing Officer

Hannah Hart

Investment Operations Associate

Ashleigh Shivers

Financial Planning Specialist

Christina Dellapenna

Insurance Operations Associate