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Your Team

Family-oriented. Experience-driven. A spirit of fun. A heart for volunteerism. 

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

David Weiss

Ellen Martin

Heather Steele

Mandi Browne