With over 25 years of industry experience and holding both Certified Financial Planner and Certified Retirement Councilor* designations, Jacqueline is a dedicated wealth advocate and fiduciary. She has also been honored with the FIVE STAR Wealth Manager Award for seven consecutive years (2019-2025)**. Jacqueline has developed a strong understanding and expertise in investment management, retirement and estate planning, all tailored around tax efficient solutions as well.

Brian creates financial plans, provides investment consulting, and manages assets for clients by implementing and monitoring prudent investment strategies. With more than 20 years of experience working as a financial advisor, Brian assists both businesses and individuals with making sound financial decisions that will aid them with their immediate and long-term goals.