Meet our Committed Team of Professionals

Greg Lavin, CRPS

Founder & CEO

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Kristen Massie

Associate Wealth Management Advisor

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Rodney Smith

Associate Wealth Management Advisor

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Michelle Oldham

Wealth Management Registered Assistant

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Jamie Gonzalez

Wealth Management Administrative Assistant

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Kristen Saunders

Qualified Plan Service Coordinator

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Dawn Lefeber

Receptionist

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