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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.

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Alena Zaffery

Associate Financial Representative

Stephen M Fargher MBA, ChFC®

Director of Investment Operations

Arianne Custer

Insurance Coordinator

Emma Comiskey

Financial Planning Analyst

Jacquie Scott

Director of Client Relations and Marketing

Lucy Madrigal

Client Relations Manager

Brady Sahnow MBA, CFP®, ChFC®

Associate Wealth Management Advisor

Keith A Dragoo CASL®

Founder and Advisor