Our Firm

Left to right: Jan Rhodes, Brookes Welc, Andrew Price, Jeff Bright, Denise O'Brien, Sara Missias

 

We are a full-service financial planning firm committed to helping people pursue their financial goals. We offer a wide range of financial services to individuals and business owners, providing tailored recommendations based on your unique values and needs.

Service is our number one priority. We meet with our clients regularly to ensure they are on track to achieving their goals. Our team is committed to answering your phone calls and emails personally and promptly; no question is too small.

 

Meet Our Team

Jeffrey J. Bright, CFP®
Andrew M. Price, CFP®
Brookes L. Welc, CFP®
Denise O’Brien, RP®, AAMS®
Sara Missias, Investment &
Financial 
Planning Analyst
Jan Rhodes, Client Service Associate
Lorie Van Es, Client Service Associate

 

 

ADV Information:

ADV 2016 - Part 2A
Jeff Bright - Part 2B
Andrew Price - Part 2B
Brookes Welc - Part 2B