OUR MISSION

 

We are committed to providing the knowledge, tools and strategies to achieve goals through prudent financial planning, investments and insurance. We believe we make a difference by being an honest resource for helping people succeed. Your financial success and happiness is what drives us.

 

OUR TEAM

staff picture

Left to right:  David, Alison, Krista, Steven,

 

David R. Johnson, CFP, CLU, Ch.F.C - 

Senior Financial Advisor, Certified Financial Planner with Manulife Securities Incorporated

Steven D. Johnson, CFP, PFP - 

Financial Advisor, Certified Financial Planner with Manulife Securities Incorporated

Alison Kuntz, BA, CHS - Insurance Specialist

Susan Johnson, BA - Operations Manager

Krista MacDonald - Marketing Assistant