Advising clients since 2001, I have a passion for helping people put all of the pieces together. It starts with a plan, and ends with an alignment of your goals and values. “I use a consultative approach to provide in-depth...

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Jayme has been with the Financial Strategies team since 2010 and is the go-to person for our clients when service needs come up.  With a background in computer science, she excels at crunching numbers and tackling anything that is throw

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Sarah Wallace joined the Financial Strategies team in 2013, beginning her career in administrative operations. Over the years, she gained hands-on experience across the business, equipping her with a strong foundation to understand client 

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