Team
We leverage our experience and knowledge to help clients pursue financial independence. Although many of our clients work closely with just one advisor, they receive the benefit of multiple opinions, insights, and views. We pride ourselves in being proactive in our communications with clients and we respond to all emails and calls in a timely manner.
Meet our dedicated team of professionals:
Dan Casey is a financial planner with more than 15 years of experience in the financial services industry. With a strong background in comprehensive financial planning, he assists his clients with investment management, retirement...
Steve Minihan is a financial planner with more than 13 years of experience in the financial services industry. He provides comprehensive financial planning, retirement planning, investment management, insurance and tax planning...
Stacey Peterson is a former finance and operating executive with more than 15 years of experience as a CFO in public and private, and large and small companies. As the CFO she oversaw company investments, retirement plans, benefits,...