Wealth Planning That Makes Room for Joy Along the Journey
Take that vacation. Check off a bucket list dream. We’ll create a financial plan that lets you have meaningful moments today while helping you save for a secure tomorrow. Connect with UsTeam Bios

David Mauro, CFP®
President

Chase Mauro, CFP®
Vice President

Karen Egbert
Chief Administrator

Ben Kurtis
Financial Advisor

Alyn Lee
Administrative Assistant

Eden Alderman
Administrative Assistant
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