Meet Our Team

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Jeff Shillington,

CFP®, TEP, EPC, B. Comm.

Founder, Senior Wealth Manager

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Kevin Goldsmith,

CFP®, CFA, CLU®, B.A.

Managing Partner, Financial Planning Specialist

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Phyllis Chapman,

Client Relations Manager

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Kara Shillington,

Associate Financial Analyst

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Angela Szusz,

Trading Operations Manager

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Kaylee Anderson,

B. COMM.

Office Manager

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William McKerrall,

Trading Operations Associate

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Jeanine Bain,

Special Projects Manager

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Jer Goldsmith,

Office Administrator