Our Team

Our Team

It may sound a bit cliché, but we have a really wonderful team.

We believe that the best way to serve our clients and our business model is to assemble a core team of like-minded individuals.  Each team member plays a vital role in our Firm, from greeting clients and scheduling appointments to proactively servicing our clients.

Altogether, our team has a total of over 75 years of experience in the industry. We're constantly learning and adapting to new developments, opportunities and technologies to ensure that our Firm as a whole is working at peak efficiency while providing the high level of service that our clients expect and deserve.

Kyle R. Martin, CFP®
Sherry Porter
Erin Ply
Pete Hero, MS, CFP®
John A. Seaman, MSFS, CFP®
Gladis DeLeon
Paula Seaman
Abby Janca Wieland