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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. We provide exceptional client service and will respond to your inquiry promptly.

Contact Us

Jacquie Scott

Director of Client Relations and Marketing

Stephen M Fargher MBA

Director of Investment Operations

Arianne Custer

Insurance Coordinator

Alena Zaffery

Financial Planning Analyst

Lucy Madrigal

Client Relations Manager

Brady Sahnow MBA, CFP®

Associate Wealth Management Advisor

Keith A Dragoo CASL®

Founder and Advisor