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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, CFP®

Financial Advisor

Brian (color)

Brian H. Weisman, CFP®

President

Linda (color)

Linda Meadows, CFP®

Principal & Chief Compliance Officer

Christen (color)

Christen Sando

Senior Financial Analyst

Charlie (color)

Charlie Cook, CFP®

Principal

Kory (color)

Kory Salagean, CFP®

Financial Advisor