Specialists for every part of your life
Our Team
Over 75 Years of Combined Experience
Paul Knott
CPA/PFS, CFP - Managing Partner
Danielle Annechiarico
Compliance Officer - Financial Advisor
Charles Buckland
CPA/PFS - Financial Advisor
David Parsons
CPA/PFS, CLU, CHFC, CFP, CGMA
Glen Hedrick
Financial Advisor
Susan Brown
Office Manager
