Specialists for every part of your life

Our Team

Over 75 Years of Combined Experience

Paul Knott

Paul Knott

CPA/PFS, CFP - Managing Partner

Danielle Annechiarico

Danielle Annechiarico

Compliance Officer - Financial Advisor

Charles Buckland

Charles Buckland

CPA/PFS - Financial Advisor

David Parsons

David Parsons

CPA/PFS, CLU, CHFC, CFP, CGMA

Glen Hedrick

Glen Hedrick

Financial Advisor

Susan Brown

Susan Brown

Office Manager

Years of Combined Experience

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