Principal
Meet Josh Ketchie, CFP®
Life doesn’t slow down when you’re raising kids, growing a business, or trying to make smart...
Principal
Meet Lisa Arnold, CFP®, ChFC®
Life doesn’t come with a playbook, especially when you’re raising a family, building a...
Paraplanner
Kristen Mantovani is an integral part of our office, serving as a paraplanner and playing a key role in helping the team...
Team Support Manager
Tegan Ketchie serves as the integrator for the Ketchie Team, aligning people, systems, and priorities to support a...
Client Support Manager
Kim Smith brings warmth, energy, and precision to her role as Client Support Manager for our office. She plays a key...