Associates

 
  • Charlie Haugh, CRPC®, ChFEBC<sup>sm</sup>

    Charlie Haugh, CRPC®, ChFEBCsm

    Principal and Financial Advisor

  • Nick Blattner, CRPC®, ChFEBC<sup>sm</sup>

    Nick Blattner, CRPC®, ChFEBCsm

    Financial Advisor and Director of Client Services

  • Dan Martin, CLU, CHFC

    Dan Martin, CLU, CHFC

    Principal and Financial Advisor

  • Brian Wright

    Brian Wright

    Financial Adivsor

  • Kathy Haugh

    Kathy Haugh

    Director of Marketing

  • Rupa Shrestha

    Rupa Shrestha

    Client Services Manager