Our team

The People Behind the Planning

Our team is driven by a singular focus: your success. Learn more about the advisors who bring expertise, insight, and personal care to every relationship.

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Peter Burton, ChFC®

Senior Advisor, Principal

Bob Enright, CFP®

Senior Advisor, Principal

Jeremy Welch, CFP®

Senior Advisor, Managing Principal

Ben Peters, CFP®, J.D.

Lead Advisor & CCO, Principal

Kelly Metzler, CFP®

Lead Advisor, Principal

Chris Hughes, CFP®, CTS®

Lead Advisor, Principal

Tommy Owens, CFP®

Associate Advisor

Annie Klopstock

Associate Advisor

David Espineira, CFP®, CPRS®

Retirement Plan Advisor

JR Formanek

Director of Operations

Teresa Escano

Director of Client Services

Heidy Dacanay, CRPC®

Senior Client Services Associate

Denise Onate, FPQP®

Client Services Associate

Luz Ernest

Client Services Associate

Alayna Danska, FPQP®

Office Administrator

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