Our Qualifications

Jeremy Dodd, CFP®      CERTIFIED FINANCIAL PLANNER™

Series 7, 63, 65    Registered since 2000

401(k) and Retirement Plan Specialist, Wealth Preservation, Wealth Transfer,

Business Planning, Asset Management, Insurance Planning

Insurance Licensed, General Lines Agent, Life, Health, P&C

John McPherson, CFP®       CERTIFIED FINANCIAL PLANNER™

Series 7, 63, 65   Registered since 2003

401(k) and Retirement Plan Specialist, Wealth Preservation, Wealth Transfer,

Business Planning, Asset Management, Insurance Planning

Insurance Licensed, General Lines Agent, Life, Health, P&C