About Us

Our Team


Our client's financial well-being is paramount above everything else.

We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Click on a team member to learn more about them.



Ed Thompson

Ed Thompson

Retired Founder

Laura Thompson

Laura Thompson

Certified Financial Planner®

Christophe Rodrigue

Christophe Rodrigue

Certified Financial Planner®



Robert Colvin


Robert Colvin

Certified Financial Planner®



Alex Colvin


Alex Colvin

Financial Advisor



Michelle Skaftfeld


Michelle Skaftfeld

Licensed Executive Assistant



Anita Maksymchuk


Anita Maksymchuk

Admin. Assistant



Shabanah Basir


Shabanah Basir

Admin. Assistant



Kathryn Anderson


Kathryn Anderson

Admin. Assistant