Meet The Team

Orin Green, CFP^®
Managing Director, Financial Advisor

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

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

Brett Nussen, CFP^®, EA
Financial Advisor

Mike Mayer, CFP^®
Investment Operations Analyst

Traci Fette
Paraplanner

Kelley Woods
Client Service & Operations Specialist