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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 ChFC®

Private Wealth Advisor

Tanya Robinson

Executive Assistant

Arleen Llewellyn CFP®, CLU®, ChFC®

Chief Operations Officer

Kasey Morrisey RICP®

Associate Financial Advisor

Trevor Darrow

Financial Planning Assistant