Our People
Choosing the right people to manage your money is one of your most important financial decisions. We’re a little different from your average wealth manager, but we’d like to think we are just what you’re looking for.
Michelle Connell (CFA)
Founder and President
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Joe Moore
Wealth Advisor
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Please get in touch to schedule a no-obligation review of your financial portfolio.
Quame autatur si quis quia corerum quiduntis dolectem. Laborpor epelibea dolorempos num imoluptatior maiore, ium aut faccus, explaborro comnissin niatiam fugit audani re nus et eum qui viderum alias serion ratqui dolupta tionsen ditiis que quatibus ut mi, simus consedis.