In today's complex world, the expertise and clear vision of a financial professional can help you pursue your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

 

Executive Staff

Management Staff


Sue Gomez
Director of Operations

Business Planning


Mark Scott, LUTCF, FSS

Disability Planning


Aaron Ostler

 

Financial Planning


Jeanne Boisen-Baum CFP, ChFC

 

Long Term Care Planning


Michael Booth, LUTCF, FSS

 

Associates

Support Staff


Deedee Brewer


Angela Corbett


Kelley Iske


Kay Peters