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