About Us Your long-lasting financial partners Meet Our Team We always work collaboratively, and all have the same end goal: To help our clients reach success Financial Advisors Daniel Wrenne, CFP®Owner, Chief Executive OfficerGet to know DanielJennifer DeLorbe Quire, CFP®Owner, Chief Financial OfficerGet to know JenniferJeffrey Wenger, MS, CFP®Financial PlannerGet to know JeffreyHeather Lovallo, CFP®Financial PlannerGet to know HeatherHugh Baker, CFP®Financial PlannerGet to know HughJackie Griggs, CFP® Financial Planner Get to know Jackie Support Staff Heather ReichertDirector of OperationsGet to know HeatherTheresa Scheu, MA, CFP®Chief Marketing OfficerGet to know TheresaRobin WardPlanning AssociateGet to know RobinSam SiegmanPlanning AssociateGet to know Sam Dylan GrubbClient Service AssociateGet to know DylanChristine JavierExecutive AssistantGet to know ChristinePopcornMeeting SupervisorGet to know Popcorn
