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Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.

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Roch Monnig, CFP®

Lead Financial Advisor

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Chris Brown, CFP®, CPWA®️

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Harry Sommers, Root Financial Associate Advisor Learn More

Harry Sommers, CFP®, MBA, FBS®, CEPA®

Financial Advisor

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Chelsea English, CFP®, ChFEBC℠, AIF®

Lead Financial Advisor

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Steven Murphy, CFP®

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Katie Kavehrad, CFP®, CAP®

Lead Financial Advisor

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Caleb Vering, CFP®

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Naomi Roy, CFP®

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Chelsea Johns, CPA, CEPA®, CFP®

Lead Financial Advisor

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