Team

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry...

Melanie Duguid believes that planning is the first step toward financial independence. She begins every client relationship by exploring their personal values, needs, and commitments.

With 10+ years of experience in the Financial Services industry, I have helped many individuals, families and small businesses reach their financial goals. Starting with a service first mindset and a focus on truly building...