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Meet Our Team

A team approach and ongoing education allows for innovations and perspective for every stage of life.

Advisory Team

Jennifer  Littlefield

Jennifer Littlefield, CFP®

Managing Partner | Certified Financial Planner™

Cortney Williams

Cortney Williams, CFP®

Senior Partner | Certified Financial Planner™

Alan K. Williamson

Alan K. Williamson, ChFC

Senior Partner | Chartered Financial Consultant

Matt Yancey

Matt Yancey, CFP®

Certified Financial Planner™

Client Experience & Operations Team

Carlee  Weston

Carlee Weston

Client Experience & Marketing Coordinator

Cara Catalina

Cara Catalina

Client Services Coordinator

Sue  Altobell

Sue Altobell

Operations and Projects Support

Matt Yancey

Matt Yancey, CFP®

Certified Financial Planner™