With advisors able to perform some of the most complex, in-depth analyses found anywhere, we believe we have structured the most forward thinking company in retirement planning.  We even developed our own solution specifically to monitor distribution planning for our clients. However, any firm must commit to ongoing self-examination and change. That means an investment in people, technology, and training, with a strong emphasis on attaining advanced degrees and certifications. We learn from the continually increasing data at our disposal, refine our thinking, apply academic rigor, and always stick to the mathematics underlying it all. In this way, the methods we develop are time-tested, common sense solutions.

We take pride in the fact that we have client relationships well into their third decade.

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Talk to us today and see first-hand the difference quality service can make.

Athena Chang, CFP®

Vice President, Financial Planning

Briana Corbin

Marketing Associate

Rob Cordeau, CFP®, RICP®

Managing Director - Financial Planning

Stephen Dozer, MBA

Investment Operations Specialist

Jason Dye, CFP®, QKA

Managing Director

Bob French, CFA

Principal, Director of Investment Analysis

Paula Friedman, MBA, CFP®, AIF®, CPFA

Managing Principal

Joel Gemmell, MBA, CFP®, RICP®

Vice President, Financial Planning

Laurel Haynes

Client Service Associate

Alana Light, CFP®, RICP®

Lead Advisor

Christian Litscher, CFP®, CFA

Financial Planner

Lorraine Malo

Senior Client Service Associate

Kyle Meyer, CFP®, RICP®


Alex Murguia, Ph.D

Managing Principal

Wade Pfau, Ph.D., CFA, RICP®

Principal, Director of Retirement Research

Catrina Rastonis, CFP®

Financial Planner

Jason Rizkallah, CFP®, RICP®

Lead Advisor

Safalta Sherpa

Associate Planner

Teshika Stewart

Client Service Associate

Dean Umemoto, CFP®, ChFC®

Managing Principal

Mark Witaschek

Senior Vice President, Financial Planning

Jessica Wunder, CFP®, CRPC®, RICP®


Call (866) 827-0636 or click to get in touch.

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