Racquel Tibbetts, Ph.D., CPA, CFP®

Racquel believes in helping her clients make confident financial decisions. Having a solid financial plan can reduce stress over these decisions, so her clients can spend more time doing the […]

Michael Moore, CFA

Michael believes you can do well and do good. Michael partners with individuals and institutions to help them achieve their financial goals and positively impact their communities and families. He […]

P. Benjamin Flood, CFP®

Ben believes that helping someone achieve their financial goals is a step toward enabling that person to live an authentic and fulfilled life. He enjoys seeing his clients doing the […]