Angela Ruddock, CFP®, AWMASM
Co-founder & CEO
Angela has nearly 30 years of experience in the financial industry is our primary financial planner and relationship manager. She works with clients to coalesce their thoughts, wishes, and goals into multi-faceted financial plans. Learn More
Jason Staff, AAMS®
Co-founder & Director of Investment Management
Jason has nearly 10 years of experience in financial services and specializes in asset management and investment analysis. He enjoys the challenge of finding the right investment solution to meet the client’s need, right when they need it. Learn More
Kate Ruddock
Client Relations Specialist
Kate officially joined our office staff in 2023, but grew up in the office and is a familiar face to our clients. She provides an individualized, high-touch experience to all of our clients and is skilled in customer services, administration, and office management. Learn More
Sandra Streit
Executive Assistant & Paraplanner
Sandra supports our financial planning services and ensures that client information is accurate across all of our systems. She partners with Angela to offer administrative support throughout the planning process and enjoys helping people meet their financial goals. Learn More
Check the background of investment professionals on FINRA’s BrokerCheck.