Team

Ed Bootle, CFP®

Ed Bootle, CFP®

Principal

CD, FMA, CFP

Ed Bootle began his career in the financial services industry in 1997. His career experience...

Tristyn Theroux

Tristyn Theroux

Executive Assistant

Tristyn has been in the financial industry for 10 years. Her experience includes working in the...

Ashish Utarid

Ashish Utarid
FCSI®, PFP®

Wealth Planning Specialist

Provides portfolio reviews, individual securities analysis and recommendations for...