Our Team

With our demonstrated years of expertise and real-world experience, we pride ourselves on our values and mission to help you succeed in every step of your financial journey.

ADVISORS

Anna Sergunina
Anna Sergunina
CEO
Jim Ludwick
Jim Ludwick
Founder
Liz Gillette
Financial Planner
Cynthia Flannigan
Financial Planner

PARAPLANNERS & OPERATIONS

Kathryn Watkins
Kathryn Watkins
Paraplanner
Kei K. Lincoln
Kei K. Lincoln
Lead Paraplanner
Kassy Hunt
Client Service Manager
Learn about what we’ve accomplished together.