Team - Wealth Management in Investing, Retirement | Better Money Decisions

Meet the Experts

With our advisors’ average experience of 20+ years, we can be your greatest resource in planning for decades to come.

Our Team

Lorraine Ell

MANAGING PARTNER


CEO

My 40+ year international career has shown me that tired cliches and pat answers do not help most families make better investment decisions. I’m here to change that by empowering women (and the men who care about them) to manage their financial lives with greater confidence and success.

Lea Ann Knight

MANAGING PARTNER


CFP®

Over the past 30 years I have helped women navigate change. Marriage, divorce, widowhood or retirement can have a profound financial and personal effect on one’s life. Understanding the whole picture, not just the investment portfolio, is why I am passionate about working with others.

Susan Koe

DIRECTOR OF FINANCIAL PLANNING


CFP®

I find that every client is unique and I delight in helping people figure out how to make money work for them. Part of that involves taking the time to get to know clients and understand their goals. That’s the reason I became a Certified Financial Planner. I am also passionate about low-cost investing. My 11 years at Vanguard taught me that cost can have a dramatic impact on a client’s long-term returns. Lowering costs gives investors the best chance at meeting their goals.

Richard Caw

SENIOR WEALTH ADVISOR


CFP®

In my 30 year career in the financial services industry I have found that educating clients and helping them understand their options is a much better approach than just telling them what to do. This creates the basis for a collaborative decision-making process that gives clients lifelong skills in managing their personal financial situation.

Kathleen Connors

SENIOR PARAPLANNER


 

I am passionate about helping clients build confidence around their finances, no matter where they are in life’s journey.

Florence Lamb

EXECUTIVE ASSISTANT


 

I bring a unique combination of corporate, creative and customer service experience to the company.

Kim Creque

CLIENT SERVICE REPRESENTATIVE 


 

Believes that effective communication and thoroughness are the keys to getting tasks done correctly, and always strives to meet each client where they are in their financial journey. 

Angela Kirke

OPERATIONS MANAGER


 

I became a fan of Warren Buffet while in college. His advice always came down to the basics: buy what you know.

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