Louis Windawi, M.S., CFP®, MPAS®, AWMA®
Founder & President
Christina M Bennett, CFP®
Director of Financial Planning & Wealth Manager Assistant
Financial Planning Service Assistant
We believe that collaborative, proactive, and open communication with your team of financial professionals is critical to helping you pursue your financial goals and to coordinate your financial strategies.
We have a broad network of professional partnerships that spans multiple disciplines to help ensure you have access to the advice and guidance you require throughout the financial decision-making process. This network includes accounting, legal, mortgage & banking, trusts & estate, real estate, property & casualty insurance, and more.