Our Team
Caitlin D. Allard, CFP®, EA
Director and team leader of the Advisor Resource Center (ARC)
Erika Ferris, CFP®
Director, Retirement Plans/ Financial Planner
Our Animal Associates 
Penny Safoyan - Chief Security Officer River Hafer - Chief of Purrsonnel Captain Prest - Client SSSServices Manager
Lambeau Prest - Pawsident of Operations Sebastian McBarnes - Director of Furnanical Planning Remington McBarnes - Compliance Meownager
Skye Safoyan - Human & Animal Resources (H ARFF)