Meet the Team
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Thomas Vorisek
Founder, Financial Advisor
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Phil Lovegrove
Partner, Financial Advisor, CFP®, CKA®
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Phillip Garey
Partner, Financial Advisor
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Eric Shearer
Vice President, Financial Advisor, CFP®
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Chris Wilkin
Financial Advisor, CFP®, CPFA®
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Jennifer Blatt
Chief Operating Officer
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Jacob Plahovinsak
Financial Planning Specialist, CFP®
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Stephen Martin
Client Services Associate, Registered Assistant
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Hailey Small
Client Services Associate, Registered Assistant
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Lynnae Hadaway
Client Experience and Marketing Specialist