Tony Montanari, CIMA®
Founder, Financial Advisor
Paige Hansen, CFP®
Financial Advisor
Lisa Lawwill
Client Service Manager
Mike Ludwick
Advanced Planning Specialist
Paul Keeton
Managing Director, Investments & Advisory Solutions
Marco Galvan
Director of Technology
Chris Bravender
Fixed Income Manager
Alvin Walk
Supervisory Principal, Prospera Financial Services
Jadzia James
Marketing Coordinator