Meet Meg’s Team.
Contact Meg’s Team
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certifications
Meg is your lead advisor for strategic financial planning and investment decisions. She brings deep experience and a clear view of your long-term goals.
Contact Meg when you:
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Want to discuss your financial plan, goals, or legacy
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Are making major life or financial decisions
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Need input on investment strategy or portfolio structure
Cameron is your first point of contact for day-to-day needs. He helps keep your financial life organized and your team up to speed.
Call Cameron for help with:
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Transferring funds
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Opening or updating accounts
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Changing addresses or beneficiaries
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Scheduling meetings with your advisory team
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General questions
