Meet the team

Our Associates

Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

Chris MacFarlane, CPWA, CEPA

Managing Principal

Ryan Blauch, CPWA

Financial Consultant

Ann Kaplan, CEPA

Wealth Planning Associate

Becky MacFarlane

Senior Client Associate

Anna Dorosh

Client Associate

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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