Our Firm

 
Kirk Ludwig, ChFC, CFP®
Co-Founder & Director Wealth Management
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Matt Taddei, ChFC, CFP®
Co-Founder & Director Risk Management
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Diane McCracken, ChFC, C(k)P®, AIF®
Principal & Director Group Retirement Plans
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Meghan M. Nelson
Financial Advisor
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Sonya Rech Danne
Financial Advisor
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Jack Nixon, ChFC, CLU
Financial Advisor
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John Hammond, ChFC, CLU
Financial Advisor
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Rosalyn Davis
Client Relationship Manager – Group Retirement
Plans
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Yanina Moroz
Executive Assistant/ Project Administrator
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Cindy Bleich
Client Service Administrator
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