About
Values
Team
Services
Process
Clients
Partners
Contact
Team
Jason
H. Kurchner
, CFP®
Chief Executive Officer
Deanna
Little
, MAT
Managing Director of Communications
John
Analambidakis
Advanced Markets &
Technology Consultant
Rebecca
Freeman
, CFP®
Senior Client Service Analyst
Timothy
C. McFarland
, JD
Advanced Markets Counsel
Dennis
R. Beck
, CLU®, ChFC®
Senior Consultant
Peter
Maddeaux
Managing Director of Communications
Harry
Wise
Senior Consultant
Garth
Bernard
Jason H. Kurchner, CFP® 
