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Our Team
Mike Sheffar
CFP, CLU, CHFC
Partner and Co-Founder
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Tim Potter
CLU, CHS
Partner and Co-Founder
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Keith Muchan
CLU
Partner and Co-Founder
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Matt Churchill
CFP, CLU, CHS
Partner
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Tim Faught
B.Sc., CFP
Partner
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Chad Dawson
Partner
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Lewis Kent
CFP
Associate Partner
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Sara La Gamba
CFP, CLU, CHS, TEP
Senior Advisor
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Steve McVittie
Senior Advisor
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Steve Stewart
Senior Advisor
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Shayne McVittie
Associate Advisor
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Andrew Muchan
HBA, CIM
Associate Advisor
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