Julie-Anne Lizewski CFP®
​Financial Advisor
Glen Steinson QAFP® CEA CHS
​Financial Advisor
Judy Jenkins CFP® CCS CEA EPC
​Financial Advisor
Dean Whalen SIPC
Insurance Advisor
Denise Johnston
Licensed Administrative Assistant
to Glen & Dean (teammate with Joanne)
Sarah McEllistrum
Licensed Administrative Assistant to Judy
Joanne Cockburn
Administrative Assistant
to Glen & Dean (teammate with Denise)
Jessica Robinson
Accounting & Office Support
CFP® = Certified Financial Planner. QAFP® = Qualified Associate Financial Planner, SIPC = Sustainable Investment Professional Certification. CCS = Certified Cashflow Specialist. CEA = Certified Executor Advisor. EPC = Elder Planning Council. CHS = Certified Health Insurance Specialist.