Walter Bouchard is our financial planner. He wants to get to know you, your goals and objectives, as well as any areas of concern that you may have. During this Life Planning Approach, he places a high importance on getting to know who you are and where you are financially. He will also identify the areas in which we can create the most value for you in our relationship.
Marci Barney is our financial paraplanner. Marci supports the financial planner through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables (including charts, graphs, and other visual aids) to be used in client meetings. Her position consistently follows high standards of business and professional ethics and legal and regulatory requirements when performing work activities.
Client Services Assistant
Claudia Sandoval is our client services assistant, and will likely be your first point of contact with us. She is responsible for carrying out administrative assistant tasks, greets clients, schedules meetings, phone and email correspondence, and maintaining client files. She provides exceptional customer service by learning about our clients, our firm, and the services we provide in order to efficiently answer questions and redirect call as appropriate. Claudia is a dedicated professional ensuring client satisfaction.
Deborah Forrest is our operations manager and marketing coordinator. Her direct responsibilities include managing the operations process, performance improvements, and business strategies. Deborah is responsible for administrative logistics that keep the office running efficiently. She is responsible for marketing, advertising programs, and event planning.