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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

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.

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.

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.

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