The People Behind The Guidance
Working together, our team brings a range of backgrounds, perspectives, and experience to help clients move forward with clarity and confidence.
Our Team
Matt Bruce, CFP®, AIF®
President
Blends institutional consulting and private wealth management to build strategies around each client's goals.
Shelly Wohler, CFP®, CPFA®
Vice President
Helps hard working individuals and business owners chart a course to the retirement they want.
Judith Phillips
Notary Public / Client Service Associate
Brings 20 years of finance, health care, and tax experience to every client interaction.
Alex Suarez, MBA, AFC®
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Avery Corey-Dickinson
Investment Analyst
Finance graduate with a financial planning focus, in the industry since 2020.
Naomi Chang
Financial Planning Specialist
Finance graduate helping individuals and families build financial literacy and long-term stability.
Jen Mussa, MBA
Financial Planning Specialist
Two decades of retirement services, pairing financial expertise with a background in psychology.
A team built to bring more perspective to every decision
Our advisors and specialists bring different areas of expertise to the table, but our clients benefit from the strength of the team as a whole.
Careers
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Meet the team behind your financial strategy.
Whether you're evaluating retirement plan options, optimizing your organization's cash strategy, or planning for your family's future, our experienced advisors are here to help you move forward with clarity and confidence.