Broker Check

Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mark Briggs

Mark Briggs

Founding Principal, CPA, CFP®, PFS

Katie Gower

Katie Gower

Financial Planner Assistant

Will Rodriguez

Will Rodriguez

Associate Financial Planner

Laurie Haynes

Laurie Haynes

Office Manager, Receptionist

Maggie Mae

Maggie Mae

Office Helper & Security