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We're By Your Side

We are an experienced and driven team who is deeply caring and compassionate. We’re in continuous motion—pushing for better corporate accountability, reporting measures, and education around what you’re investing in. We are mindful of personal and environmental resources both now and in the future.

Vanessa Jilot

Vanessa Jilot, CFP®, CRPC®

Co-founder, Wealth Manager

Maureen Maguire

Maureen Maguire, CFP®, AIF®

Co-founder, Wealth Manager

Jeff Stoffer

Jeff Stoffer, CFP®, CFA®

Wealth Manager

Andrea Jilot

Andrea Jilot

Engagement Ambassador

Candi Jones

Candi Jones

Practice Manager

Solutions for a Greater Good

Solutions for a Greater Good

First and foremost, we focus on you and your needs to build your financial plan. We offer a range of services for young professionals, families, and retirees to help you meet your goals. We’ll help you gain a better understanding of your finances and how they relate to the rest of the world.