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Planning Team

Our family atmosphere creates genuine personal connections giving you peace of mind for the future. Contact our team with your questions, concerns, or requests.

Contact Us

Alena Zaffery

Associate Financial Representative

Stephen M Fargher MBA, ChFC®

Director of Investment Operations

Arianne Custer

Insurance Coordinator

Jacquie Scott

Director of Client Relations and Marketing

Lucy Madrigal

Client Relations Manager

Emma Comiskey

Financial Planning Analyst

Brady Sahnow MBA, CFP®, ChFC®

Associate Wealth Management Advisor

Keith A Dragoo CASL®

Founder and Advisor