Team

Better Together: A Team Approach to Your Success

Russell Jacobs, III, CFP®, CLU®, ChFC®, CEPA®

Founding Partner, Financial Planner

Carl Coolidge, AIF®, C(k)P®, CPFA®

FInancial Life Advisor, Managing Partner

Connor Buchanan, CPFA®

Financial Planner

Madeline Jacobs, CPFA®

Financial Planner

Ashley G. Langford

Director of Strategic Operations

Will Schwartz

Senior Financial Associate

Laura Pullen

Director of Client Implementation

Jillian Hudson

Director of Retirement Experience

Lea Anderson

Director of Client Experience