Wendy - A big picture thinker with an attention to the detail. Wendy is the strategist who will pull the plan together. The Connector who will engage the right resources at the right time and the Coach who will help you with your mindset, so you can achieve your goals
Focus: cash flow, insurance, taxation and spending
Jeff - An investment specialist. He will work with you and the overall plan to make sure you are in the right investments.
Courtney - Your money Mom. Keeping you on schedule, your work done, your appointments made. She also handles the actuals - address and bank account updates.
Kelsey - Our relationship guy, the one who loves cars, who can help you with online access and other tech issues.