Meet Our Team
Our people

Expert advice from people who care

Isabel Fleck
Founder
CERTIFIED FINANCIAL PLANNER®
Steve Chadwick
Founder, Partner
FINANCIAL ADVISOR
Ted Brown
Founder, Partner
CERTIFIED FINANCIAL PLANNER®
Shane Sienaert
Partner
CERTIFIED FINANCIAL PLANNER®
Andrew Seabrook
Partner
CERTIFIED FINANCIAL PLANNER®
Sydney Thorne
CERTIFIED FINANCIAL PLANNER®
Tarah Aitken
Operations Manager
Chantal Weightman
Administrative Assistant
Cheyanne Vermette
Administrative Assistant
Marlee Stewart
Administrative Assistant
Gabrielle Astrope
Administrative Assistant
Priscilla Pozos Zamarripa
Administrative Assistant
Harmony Ross
Cassidy Timney
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