Meet the team

BROOKLYN H. BROCK,

CFP®, CEPA®, CHFC®, CKA®

Founder

JONNY MOORE

Paraplanner

LACINDA KEILBARTH

Marketing Assistant

ARON ROMASANTA, MBA

Chief Finance Officer

THEO ROMASANTA-BROCK

Chief Pawsitivity Officer

TIFFANY LEE, CPRC®

Associate Exit Planner