Vice President of Advice

Damian D.


I love being part of a team that provides top notch financial guidance that is accessible to everyone. We make a genuine difference in the lives of those we work with and it’s incredibly rewarding

Blog Posts

Know Thyself: What Kind of Investor Are You?

Lisa Whitley — As is so often the case, the ancient Greeks said it first and said it best: “Know thyself.” And...

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About that Candy Challenge…You Should Do It, Too.

Kristen Ahlenius — A few months ago on social media a challenge gained a lot of traction. Parents and guardians set up...

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Ever Heard of the Saver’s Credit? Well, Today You Have

Lisa Whitley — I know, I feel as if you just finished your 2019 tax return and now I am going...

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National Retirement Security Month

Gayle Evezich — October is my favorite month of the year. The air is warm and crisp at the same...

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Understanding Retirement Fees

Written by Lisa Whitley If you are participating in a workplace retirement program — 401(k), 403(b) or similar — good...

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Navigating the Student Loan Forbearance Extension

Written by Kristen Ahlenius On August 8th President Trump extended the student loan administrative forbearance as a response to COVID-19...

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How Do I Deal With Debt Collectors?

Lisa Whitley — Whether because of an event that was outside of your control, or perhaps just a series of unwise decisions,...

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Student Loans VS. Retirement

Lisa Whitley — Have you ever read research that humans are actually pretty bad at multitasking? Instead of doing one thing...

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The Basics of Sharing Money With a Significant Other

Gayle Evezich — In my work with couples getting ready to share their lives and finances, we go through a 3...

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