Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we believe in our ability to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
JJ & Lizzie
Chief Pawsitivity Officers
JJ and Lizzie may not analyze portfolios, but their contributions to our team culture are invaluable. As Chief Pawsitivity Officers, their role is all about promoting balance, calm, and perspective. In a fast-paced, detail-oriented...
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John Dewey, CFP®, CIMA®, CRPC™,CEPA®
Chief Wealth Strategist
John Dewey, CFP®, CIMA®, CRPC™, is a seasoned and dedicated financial advisor, proudlyserving clients throughout the US. Building on a strong educational foundation, John takes thetime to truly understand each client's unique needs and...
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