Alek Fedor, CFP ®
- Provides comprehensive financial planning guidance
- Develops and maintains your long-term strategy and recommendations
- Offers investment oversight and portfolio direction
- Helps you navigate major life decisions and planning needs
- Ensures your plan stays aligned through ongoing reviews and proactive outreach
- Acts as your central advisor, coordinating all aspects of your relationship
Taylor Clark
- Handles account maintenance and service requests
- Assists with money movement, paperwork, and transactions
- Coordinates meeting scheduling and follow-ups
- Supports client communications and documentation
- Ensures details are executed accurately and promptly