Cynthia Michel, RICP®
Financial Planner
Cynthia partners with clients to help them navigate the complex financial landscape of their lives with clarity and confidence. She brings over a decade and a half of experience to support a broad range of planning needs.
Luke Wallace, RICP®
Financial Planner
Luke specializes in making complex planning concepts clear and actionable for clients by designing financial plans that help clients feel more connected to their long‑term decisions.
Ryan Turner, RICP®
Financial Planner
Ryan brings thoughtful perspective and extensive experience to helping clients make informed, confident financial decisions.
Lysa Scibelli
Relationship Manager
Lysa is a valued member of the client service team, supporting daily operations and assisting clients with their administrative and account‑related needs. She helps coordinate scheduling, documentation, onboarding, and account...