The one who started it all! Connie founded her financial services practice in 1998, and has been a cornerstone of the local community ever since. Her dedication to providing personalized, reliable service has shaped our company’s values from the very beginning. Although she is now partially retired, she’s still in the office often—continuing to be a trusted resource for our clients and share her wealth of experience with the team!

Lorraine has been with our company since 2002 and is a cornerstone of the team. With Connie taking a step back, Lorraine handles most of our financial advising appointments and manages our major projects with care and precision. Behind the scenes, she provides steady support, using her knowledge and experience to guide the team and assist clients with kindness and patience.

Marcia has been a part of our team since 2007. She brings years of experience, along with a great sense of humor to the office! Marcia handles bookkeeping with consistency, care and attention to detail.

Danielle joined our team in 2023 and has been a friendly, familiar presence in the office ever since! Growing up in our community, she brings a personable approach to everything she does. She handles tax preparation—so you will see her during tax season—as well as bookkeeping and payroll, all with attention to detail and reliability.

Tara is the most recent addition to our team, joining us as a receptionist during the 2025 tax season! We quickly took a liking to her, impressed by her friendliness and attention to detail. Since then, she has been working as a bookkeeper, helping clients stay organized and confident in their finances.