Biographies

 
  • David Crispin, CFP®, ChSNC

    Founding Partner and Managing Director

  • J Vaclav

    Founding Partner

  • Amanda Dargie, CFP®

    Financial Planner

  • Wood Wilson

    Financial Advisor

  • Dan Shanahan

    General Agent

  • Heather Shanahan

    Agency Managing Director

  • Brianna Anzalone

    New Business Coordinator

  • Erika Martin

    Director of Marketing