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Home
Our Team
Your Goals
Protecting Your Family
Health and Dental Insurance
Term Life Insurance
Travel Insurance
Critical Illness Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
Securities
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
Resources
Calculators
Debt Management
Financial Library
Government Sites & Forms
Resources Articles
Contact Us
Contact Form
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Home
Our Team
Your Goals
Protecting Your Family
Health and Dental Insurance
Term Life Insurance
Travel Insurance
Critical Illness Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
Securities
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
Resources
Calculators
Debt Management
Financial Library
Government Sites & Forms
Resources Articles
Contact Us
Contact Form
Book a Meeting
Subscribe
Menu
Search for:
Search Button
Home
Our Team
Your Goals
Protecting Your Family
Health and Dental Insurance
Term Life Insurance
Travel Insurance
Critical Illness Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
Life Stages
Starting Out
Young Family
Established Family
Retiree
Single
Securities
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
Resources
Calculators
Debt Management
Financial Library
Government Sites & Forms
Resources Articles
Contact Us
Contact Form
Book a Meeting
Subscribe
Our Team
Jeffry Frison, BA, CFP
®
Certified Financial Planner
®
Kevin McNamara, CFP
®
Certified Financial Planner
®
Kristine Valiquette
Executive Assistant
Diane Tymchyshyn
Executive Assistant
Natasha Schwab
Executive Assistant
Jeremy Zutter
Advisor
Gurbachan Singh Aujla
Advisor
Mike Weston, RRC®, QAFP®
Wealth Advisor
Bruce Beck
Advisor (Medical Leave)