Financial Planning Team

Our team truly enjoys what we do and likes to have fun at work, but we are very serious when it comes to providing clients with prompt service, accurate communication, and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay. 

Photo of Principal and Wealth Management Advisor Gregory Howell

Gregory Howell

CFP®, ChFC®, RICP®

Principal and Wealth Management Advisor

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Photo of Associate Financial Advisor Jake Seeger

Jake Seeger

Associate Financial Advisor