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About Us

We are a small yet powerful team that commits to walking in your shoes every day to understand your needs.

Meet the Crew

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Michael Guertin
Small Business Guru

Michael's passion is helping people realize their financial dreams. Every day he wakes up to make that a reality.

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Aricie Guertin
Main Number Cruncher

Aricie loves to make an impact by digging into the details. Every day she helps customers see their financial wellness.

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Linda Wilkins
Main People Pleaser

Linda is the key to keeping our customers happy. She loves communicating and enjoys working with our customers every day.