Planning Team

Tim Paziuk
CFP®, CLU®, ChFC
A professional headshot of Tim Paziuk
Adam Neal
CFP®, CLU®, CEA
A professional headshot of Adam Neal
Eric Albertini
CFP®
A professional headshot of Eric Albertini
Adam Crichton
CFP®, CHS
A professional headshot of Adam Crichton
Emily Newman
CFP®
A professional headshot of Emily Newman
Torin Rivers
CFP®
A professional headshot of Torin Rivers
Mark Dhamia
CFP®
A professional headshot of Mark Dhamia

Supporting Professionals

Our senior planning team is supported by more than a dozen other team members including associate financial planners, risk management / insurance professionals, investment advisory services, legal services and accounting services. We have the team and the resources to ensure your financial needs are covered.

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