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Your Team

Time with family. Fun. Tradition. Experiences. A spirit of volunteerism. Excitement. Peace. Meaning.

Here, we live life well. And, that is what we work toward for each of our clients . . . a plan that creates opportunities to embrace life today, to move from success to purpose, and to build a legacy that outlasts a lifetime.

Executive Team

Jason Steele

Christina Creech

Claire Young


Ellen Martin


Connor Fagan


Amanda Steele