Team Members       Firm History       Services       Team Members - (click photo for bio) Phil Wood President Wealth Advisor Jon Gilfry Vice President Wealth Advisor Larry McGowan Vice President Wealth Advisor Mike Toussaint Vice President Wealth Advisor Joyce Rodick Service Team Manager Melissa Hughes Business Development Coordinator Caryl Karr Business Development Coordinator Michelle Jacobsen Service Team Associate Denise Bolton Accounting Specialist Michelle Wood Marketing Coordinator Stephanie Oie Service Team Associate Review our WealthPlan Service Each and every one of us is unique and has different financial and life goals. See how we can help you achieve yours. WealthPlan Account Aggregation Click here for more information.
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