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Gene Dunn - Senior Partner

With over 20 years of experience in personal and corporate finance, Gene brings deep expertise and personalized insight to every client relationship. She believes financial planning should be clear, collaborative, and empowering.

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Katherine Steele - Senior Partner

Katherine is passionate about helping individuals and small business owners navigate financial challenges with confidence. Her approach focuses on strategic growth and long-term stability.

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Tia Kelly - Junior Partner

Tia combines analytical precision with a genuine passion for helping clients reach their goals. She focuses on optimizing tax strategies and ensuring smooth day-to-day operations.

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Alex Roberts

Alex’s background in financial analysis and client support ensures every client experience is seamless and stress-free. He’s dedicated to providing timely, accurate assistance.

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Darren Cooper

Darren works closely with clients to develop practical solutions for budgeting, payroll, and small business planning. His approachable style helps make complex details easy to understand.

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