Our Team

Generates organizational mission ownership by giving employees the power to recommend and assist with developing the needed changes at the user-level to achieve effectiveness.
Lexa is one of the most recognizable financial guides in the country. She takes a great personal interest in what you do, what she does and what she can do for you.
Significant experience and developed expertise working with individuals and households who are in or going into retirement, have gone through significant life transitions.
Joe can define outstanding service through service standards and team goals; bring in data and metrics to evaluate service quality.
Shirley employs excellent listening skills to gain a deep understanding of customer concerns and to provide win-win solutions for the customer.
For Peter, it's about understanding how the brain works so we can work with, rather than against, it in order to reach our most meaningful goals.

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