Meet the team guiding you every step of the way.
Janet H. Wills
President & Founder, CFP®
Adam Mehrer
Chief Strategy Officer, CFP®
Grace Choi
Chief Compliance Officer & Director of Client Experience, CTFA
Denise S. Dance (Sissy)
Chief Financial Officer & Human Resources Supervisor
Evan Moog
Investment Advisor and Research Analyst
We’re here to help.
