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Our Team
Our team feels a great sense of pride in the unique experiences we are able to provide to our clients through goals-based financial planning. The client’s success is the team’s success, which is the business’ success.

When our clients win, and the business wins, the team has no choice but to thrive.
Jed Levene
Managing Director
Certified Financial Planner ®
Jonathan Keown
Employee Benefits Lead
Certified Financial Planner ®
Brad Harris
Certified Financial Planner ®
Kevin Barks
Senior Financial Advisor
Trevor Huff
Senior Financial Advisor
Bob Ballantyne
Senior Financial Advisor
Nick Vennard
Associate Advisor
Jim Smith
Employee Benefits
Nicole Lauriault
Client Service Manager
Sherri Chisholm
Client Service Manager
Ashlea MacIntosh
Employee Benefits Service Manager
Debbie Barr
Client Service Manager
Melissa Skanes
Client Service Manager
Shaun Weaver
Bookkeeping