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Meet Our Team

Planning for a financially secure future isn't always a walk in the park. Our team of diligent advisors and support staff will guide you from start to finish. We pride ourselves in helping you make those tough decisions while pursuing your goals.

Financial Professionals

Servicing Team

Wendy Ralph

Wendy Ralph

Client Service and Operations Specialist

207-761-4733

Marketing and Admin

Katrina James

Katrina James

Administrative and Marketing Assistant

207-761-4733

Start Planning for Your Future

Learn More About Our Process