Broker Check

Our Team

Josh Winston

Financial Planner



Over the past 20 years Josh has found that there is a difference between knowing what to do and actually following through and doing what you set out to accomplish. This applies directly to the holistic, comprehensive financial...

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T. Damian McKenzie

Investment Advisor Representative



Damian has been doing legacy planning and implementing solutions for individuals, entrepreneurs and families, for over 28 years. We are n the relationship business. Sitting down with clients, listening to them, and tailoring solutions 

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