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To learn more about
our unique team, please read their accompanying bios:
Jerry’s personal philosophy on life transcends his business
and private life and impacts on everything he does. Whether it is through
financial planning or supporting various community charities, he is
dedicated to helping people help themselves to attain a better life. “It
would be nice to think I will be remembered by friends and clients
as someone who has made a difference to them.”
Click here for Jerry Taylor's full bio
“I really enjoy working with our clients to achieve their retirement,
tax and estate planning goals. But it is the wonderful relationships
that develop during the process that I find the most rewarding and
that truly set us apart from other firms.”
Click here for Jennifer A. Martin's full bio
“I receive my greatest satisfaction from relieving financial
stress from people’s lives. Stressful financial circumstances
are rarely as bad as people perceive them to be and seeking professional
help is always the first step.”
Click here for Todd Thompson's full bio
A former math teacher, Steve says, "One of my favorite aspects
of my work is spending time helping people. I feel great personal satisfaction
when clients leave my office with a much clearer picture of their financial
situation and the range of choices before them."
Click here for Stephen Cock's full bio
“The relationships built while helping people live their dreams
are very important to me. I look forward to every day and the different
opportunities each presents.”
Click here for Vickie Snow's full bio
David is a graduate of Carleton University with a major in economics and is a Certified Financial Planner. He coordinates our guest appearances on our radio show “Planning Your Retirement the Right Way, Right Now” and occasionally appears to share his expertise.
Click here for David Cain's full bio
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