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 (teammate with Joanne)
Joanne Cockburn
Administrative Assistant
to Glen (teammate with Denise)
Jessica Robinson
Administrative Assistant
to Julie-Anne & Judy
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.