Meet the team.
In an ever-changing world, you need a financial plan that will evolve and adapt to meet your goals and objectives.
Michael B. McGinley, CFP ®Principal - Owner
My methodology begins with helping his clients get their financial house in order and works toward far horizon planning.
Kevin H. Foster, CFP ®Principal - Owner
I consider myself a lifelong learner, a teacher at heart and have a passion to help and serve my clients to improve their financial well-being from all backgrounds.
Lauren A. Huntsman, CFP ®, CSLP®Financial Advisor
My driving factor to success is my passion for personal finance & enjoying the process of continuous learning to make complex financial problems easier for all.
Angelo Ven C. Abante, MBAAdministrative Associate
Things may come to those who wait, but only the things left by those who hustle.
Lance D. Ghidotti, MBADirector of Marketing & Business Development