Jim Hawryluk AIF®, C(k)P®
Personal CFO
With over 37 years of experience in the financial services industry, Jim brings extensive knowledge and expertise to his role. Born and raised in...
Courtney James
Manager of Client Relations
Courtney is an Executive Assistant to Jim Hawryluk and collaborates closely with Kimberly Meade, CFP®. Leveraging her 8 years of experience, she...
Kimberly Meade CFP®
Director of Financial Planning
As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly with over 10 years of experience is a reliable resource for developing financial plans that...
