Our Team
A centralized group of subject matter experts supporting planning needs across the firm
What is FP team?
The age that individuals typically reach Full Retirement Age (FRA)
What is age 67?
Team member that weighed 2 pounds when they were born
Who is Rebecca?
Financial Planning, Tax Planning, Insurance Planning & Tax Prep
What is the FP Umbrella?
The number of years of earnings used to calculate the Primary Insurance Amount (PIA)
What is 35 Years?
Team member that had a nickname of Buttercup in high school
Who is Tim?
Series license to become an IAR
What is Series 65?
The most important thing to remember about education planning
What is you can get a loan for education, but not for retirement?
This team member has a motorcycle license
Who is Arabella?
Task types that make up the majority of our tasks
What is Tax Planning?
Percentage of people that need long term care at some point in their life
What is 70%?
This team member can play 5 instruments
Who is Eric S?
The amount of CPAs on our team
eMoney reports that are most often used by the FP team
What is Cash Flow, Tax Bracket & Monte Carlo?
This team members license plate is UNWELL
Who is Tom B?