Blog Archives
Ashlee Walton, CFP®
Ashlee Walton is a seasoned financial planner with over a decade of expertise in crafting comprehensive financial strategies, including tax minimization on your investments. She navigates the intricate terrain of planning with precision and care. Ashlee finds balance beyond her…
Phillip Shaw, CFP®
With a passion for retirement and income planning, Phillip Shaw entered the financial planning industry after meeting people who lacked access to well-informed and unbiased advice. He saw people making decisions that would adversely affect their financial future and vowed…
Pat Quinn
His journey began in the classroom as a high school math teacher, where he spent a decade nurturing young minds with the power of numbers and logical thinking. Transitioning from teaching to a broader audience, Pat has dedicated the last…