Broker Check



Kaitlyn Van Zee, CFP®, MBA

Associate Advisor



As Associate Advisor, Kaitlyn works closely with Tina on financial planning and investment management activities that are part of our custom wealth management process. She specializes in issues that impact young professionals...

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Lauren Harding, MA

Client Service Associate


Lauren Harding, MA, As Client Service Associate, Lauren will be happy to take your phone calls and emails and put you in the right direction. She has worked the front desk since late 2021, and handles scheduling, meeting preparation....

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