Meet the team.
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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
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My methodology begins with helping my clients get their financial house in order and works toward far horizon planning.
Kevin H. Foster, CFP ®Principal - Owner
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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®Advisor
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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, MBAAdvisor
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“The journey of a thousand miles begins with a single step.”
—Lao Tzu
Colton KempAdministrative Associate
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Things may come to those who wait, but only the things left by those who hustle.
Lance D. Ghidotti, MBADirector of Marketing & Business Development