Our global financial system is highly complex. Your financial life doesn’t have to be.
What clients have to say…
Our Advisors
Jenifer Sapel, ChFC™WMCP™
I’ve done my fair share of wrestling with money. Growing up, it was a subject wrapped in a lot of mystery and stress. As a type A first born, I initially went to the other extreme, dedicated to conquering it, I bought my first home at 21 years old and pursued finance professionally.

Carol Parrish, RICP®
Carol serves as a friendly “financial air traffic controller” for her clients. Your financial life is like an airport with airplanes taking off, landing, and flying in multiple directions under ever-changing circumstances. She manages the “air traffic” to create a customized flight plan guiding powerful women to their destinations