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. She conducts research, assists in the financial planning process, and facilitates paperwork for accounts and client meetings, as well as providing general office support.
Client Services Assistant
Claudia Sandoval is our client services assistant, and will likely be your first point of contact with us. Claudia handles incoming phone calls, schedules appointments, and greets clients who visit our office. She also assists in processing account paperwork and meeting preparation.