Each member of our team is carefully trained and serves a specialized role to provide complete assistance with each step of
developing, implementing and monitoring our client’s financial plan.

	DEBBIE PAYNE Plan Implementation Coordinator Tracks all of the details, paperwork, and steps required to implement the financial plan
	JOY COSTA Director Hospital Relations Oversees insurance programs for hospital affiliations
	BRYCE MILLER Planning and Research Analyst
	GWEN BARR Executive Secretary
	Tina Spellman Account Consolidation Specialist Aggregates client accounts for consolidated reporting