Our Team

 
  • Hal D. Guy, CRPC, CLU, ChFC, CFP®

    Founder and Managing Principal

  • Jeffrey Tracey, AAMS®, CRPC, CFP®

    Principal

  • Eric Powers, CFP®

    CERTIFIED FINANCIAL PLANNER™

  • Andrea Summers

    Executive Assistant

  • Trisha Turano

    Administrative Assistant

  • Tyler Eppich

    LPL Registered Administrative Assistant