We help you plan for life transitions
As you shift from full-time work to retirement, you’ll need a plan that reflects the transition from building to using your wealth. In each exciting next phase of your life, you’ll have many financial opportunities—and you’ll face important decisions about how to proceed. And to make the most of these opportunities, you’ll need a knowledgeable, reliable team on your side. Kevin Garrett and his team have helped many families through the financial complexities of life. He’ll help you develop a customized strategy designed to achieve your most important goals and maximize your potential for a comfortable future.
Partners
Kevin Garrett
Partner
Lesley Hatfield
Partner / Director of Business Development
Operations
Karen Cooke
Operations Manager
Carmen Schuck
Administrative Assistant
Kim Powers
Administrative Assistant
Dana Wilson
Administrative Assistant
Tom Sheeley
Client Service Associate
Marketing
Heather Hawthorne
Director of Marketing
Alyssa Alves
Marketing Associate
Investment Solutions/Trading
Compliance
Crystal Epstein
Director of Trading Operations/ Compliance Principal
Ron Wrenn
Chief Compliance Officer
Laurel Resendez
Director of RIA Compliance
