Our Team

Brian Fricke
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Brian L. Fricke, CFP®
Fee Only® Financial Planner, Author, Speaker
and Incredible Retirement® Expert
[email protected]

Brian's Profile
Felix Alvarez
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Felix Alvarez
Trading and Investment Research Specialist
[email protected]

Felix's Profile
Jeffrey Bilinski
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Jeffrey Bilinski, CFP®
Associate Planner
[email protected]

Jeff's Profile
Doris Arroyo
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Doris Arroyo
Paraplanner
[email protected]

Doris's Profile
Shelley McHaney
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Shelley McHaney
Director of First Impressions
[email protected]

Shelley's Profile