Christopher Young,CFP®, CPWA®, CMFC®
Chris is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Chris also coordinates and oversees all of the members of your dedicated service team.
Please contact Chris or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Christian Hansen, CFP®
Christian works alongside Chris in a dedicated capacity to assist with any of your financial planning needs.
He works in tandem with Chris on all matters, and drives communication and collaboration among your dedicated service team. Christian can also help coordinate the comprehensive suite of services provided by the firm.
Financial Planning Specialist
Ryan works closely with your dedicated advisory team to ensure all necessary planning and action items occur. He provides custom reports and analyses on a wide range of financial planning topics and activities for clients. While Ryan is knowledgeable in all areas of financial planning, he specializes in education planning strategies.
Senior Client Service Associate
Fatima is your dedicated Client Services associate. She assists clients with account or money transfers, opening new accounts, updating beneficiary information, address changes, and any other responsibilities associated with the maintenance of your accounts. Fatima keeps your dedicated advisory team informed of any important updates or changes.
Angelica Eagy, FPQP™
Angelica provides administrative support and acts as a liaison to Chris and his team to ensure clients receive the utmost care.
She assists with scheduling meetings and calls with your advisory team, as well as gathering important documents and other pertinent information prior to those meetings or calls.