Meet the Team

Brian (b&w color) copy

Brian H. Weisman, CFP®

President & Founder

Linda_Color

Linda Meadows, CFP®

Principal & Chief Compliance Officer

Charlie_Color

Charlie Cook, CFP®

Principal

Christen (b&w color) copy

Christen Sando

Senior Financial Analyst

Kory (b&w color) copy

Kory Salagean

Junior Financial Analyst