Our Team

ashley-small Ashley Rosser, AIF
Chief Executive Officer

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Andrew Johnston, AIF
Director of Wealth Management

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bud-small Howard (Bud) Verfaillie, CFP, PPC, AIFA
Strategic Consultant

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Allison Livingston
Client Service Coordinator

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Jacob Riloff, ChFC, CASL
Strategic Consultant

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Audrey Hallman, CPA
Controller

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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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