Putting
people first.
Get to know our leadership team
Leadership at the Canton office is dedicated to doing good for our clients, employees and community.
I help my clients plan proactively, so they do not have to live their financial lives reactively. My mission in life is to create a life where I have the freedom to give generously of my time, my money, and my heart.
Rachel Higgins
Executive Director of Recruitment
Jacob Cunningham
Director of Investments and Planning
Amanda Johnson
Sales Execution Team Leader