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Improving LIFE through Sound Financial Planning
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Our Team

"Improving life through sound financial planning"

These six words seem simple enough, but we put great thought into what has become our slogan. One thing our employees truly have in common is a passion to serve others well, and in the process, to make lives better...and it shows through our shared sense of values: integrity, excellence, consistency, loyalty, communication, caring, reliability, and thoroughness. Oh, and really good phone manners.

We welcome you to walk through our doors, give us a call, or drop us an e-mail. We look forward to meeting you.

Kirstin L. Hark, CFP®

kirsten-bwSenior Advisor, CCO

Amy L. Pucci, RFC®

AmyPucci_bw-smClient Relations
Manager

Terry L. Crawford, RP®

TerryCrawford_bw-smInvestment Operations Associate & Compliance Assistant

Philip L. Tull

phillip-tull-thumbParaplanner &
Client Relations Associate

Ellen W. Anderson

Investment Operations Associate & Compliance Assistant

Mikki J. Acedo

Director of Operations & Public Relations

Olivia J. Scott

olivia-scott-thumbClient Relations & Office Assistant

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