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
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