Our Team
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Donald E. Garcia
President & Financial Planner
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Peggy Taylor
VP, Operations
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Brent E. Dellinger, MBA, CFA
Investment Specialist
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Mary Doyle, CPA*
Client services Specialist
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Wendy Clark-Garcia, JD*
Estate Relationship Manager
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John Balster
Financial Planner
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Sean Connelly, CFP®
Financial Plan Assistant
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Grace Carroll
Relationship Manager
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Hunter Hesslen
Planner Assistant
Osaic FA Inc. Advisors Resources
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Jon J. Lee, CFP®, ChFC
Regional Director of Financial Planning
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Donna L. Rowan, JD*, LLM, CLU
National Design, Advanced Planning Attorney
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Mary T. Young, ChFC, CDPC, CFP®
Director of Financial Advisory Services