Leadership
Dedication. Expertise. Passion.
Leadership
Dedication. Expertise. Passion.
Denise Dunlap
Co-Founder/CEO
Michelle Ward
Director of Client Services
Katie Gagnon
Director of Marketing & Operations
Kevin Learned
Co-Founder (Retired)
Marissa Diaz
Client Services Coordinator
Michelle Broadhead
Accounts Administrator
Our
Commitment to Excellence
Sustainable Growth: Achieving growth that supports long-term viability and remaining competitive without compromising values.
Partnerships: We consider ourselves a partner with our clients, not a vendor. We recruit service partners who augment our services, and manage those relationships to ensure accurate, affordable and satisfactory engagements on behalf of our clients.
High-Touch Service: Maintaining personalized, responsive support for all clients, provided by humans.
Technological Enhancement: Utilizing technology to support, not replace, personalized service.
Our
Foundational Principals
Expertise: Commitment to providing knowledgeable and skilled investment services.
Integrity: Upholding the highest standards of honesty and ethical behavior.
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Flexibility: Commitment to maintaining flexibility in our work environment and in our service offerings.
Customer Focus: Prioritizing client needs, making their lives easier, and building lasting relationships.
Innovation: Continuously seeking new and effective ways to enhance services to reduce client pain, provide a competitive advantage and make ourselves more efficient.