Meet The Team

Orin Green, CFP^®
Managing Director, Financial Advisor

Corrine Barroso, CFP^®, CDFA^™, MBA
COO, Financial Advisor

Dean Kernus, CFP^®, CPA/PFS
Financial Advisor

Brett Nussen, CFP^®
Financial Advisor

Traci Fette
Paraplanner

Kelley Woods
Client Service & Operations Specialist