Jenifer Sapel ChFC®, WMCP®
Personal CFO
I’ve done my fair share of wrestling with money. Growing up, it was a subject wrapped in a lot of mystery and stress. As a type A first born, I...
Carol Parrish RICP®
Personal CFO
After 9 years of serving in Marketing and Operations in the financial services world, Carol took the plunge to pursue her passion of serving clients...
