Our Associates

 
  • John DeMontel, RICP®, AIF®

    John DeMontel, RICP®, AIF®

    Owner, Financial Advisor

  • Jill Williams, CFP®, ChFC®, CRPS®

    Jill Williams, CFP®, ChFC®, CRPS®

    Financial Advisor

  • Deborah Lunceford, FLMI, AIAA, ACS

    Deborah Lunceford, FLMI, AIAA, ACS

    Licensed Service Assistant