Our Team
Korosh Ataei
Financial Planner
Partner
Josh McMillan
Financial Planner
Partner
Ryan Corkran
Financial Planner
Partner
W. Carr Burgoyne, Jr
CFP®, CFS, AIF®
Director of Investment Planning
David Moeller
CIMA®
Director of Investment Planning
Amber Walker
Operations Manager & Compliance
Partners
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LPL Financial
Broker Dealer
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Aspire
Retirement Plan Accounts
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eMoney
Wealth Management Portal
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Aetna Medicare Solutions
Medicare Supplement Policies