Meet the team guiding you every step of the way. Janet H. Wills President & Founder, CFP® READ MORE Adam Mehrer Chief Strategy Officer, CFP® READ MORE Grace Choi Chief Compliance Officer & Director of Client Experience, CTFA READ MORE Alex Harper Investment Analyst, CFA® READ MORE Denise S. Dance (Sissy) Chief Financial Officer & Human Resources Supervisor READ MORE We’re here to help. We invite you to be in touch. Contact Us
