About Us Your long-lasting financial partners Meet Our Team We believe a team is much stronger than any one individual. Regardless of the financial planner you choose to work with, you will benefit from the wealth of knowledge and expertise of our entire team. Financial Planners Jeff Wenger, CSLP®, CFP®Financial PlannerGet to know JeffHeather Lovallo, CFP®Financial PlannerGet to know HeatherHugh Baker, CFP®Financial PlannerGet to know HughJackie Griggs, CFP® Financial Planner Get to know JackieDaniel Wrenne, CFP®Owner, Chief Executive OfficerGet to know DanielJen Quire, CFP®Owner, Chief Financial OfficerGet to know Jen Support Staff Heather ReichertDirector of OperationsGet to know HeatherTheresa Scheu, MA, CFP®Chief Marketing OfficerGet to know TheresaSam SiegmanPlanning AssociateGet to know Sam Dylan GrubbPlanning AssociateGet to know DylanChristine JavierExecutive AssistantGet to know ChristinePopcornMeeting SupervisorGet to know Popcorn
