Brian Norris, CFP®, CPFA®
Sr. Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Doug Fabian
Sr. Vice President
Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.


February 25, 2026
February 24, 2026