Our Team - Daniel Fleming, Certified Financial Planner™

Meet the Team

Our mission is to help our clients pursue financial independence and turn their vision for the future into a reality.

Our team approach adds perspective to all we do, providing increased benefits to our clients.

Daniel Fleming

Daniel Fleming, CFP^®, CDFA^®

Financial Advisor, Certified Financial Planner™

Joleen Guckian

Joleen Guckian

Client Services Representative

Owen Stiefvater

Owen Stiefvater

Client Services Representative