Our Team

J’Neanne Theus
Founder & Financial Advisor

Gene Theus
Director of Operations

Anika Warden
Director of Marketing & Financial Planning Assistant

Allison Milligan
Director of Client Services & Financial Planning Assistant

Kris Theus
Director of IT & Security

Laura Walsh
Affiliate & Paralegal, Tax Preparation

Jim Walsh
Affiliate & Estate Attorney, CPA
Our Team

J’Neanne Theus
Founder & Financial Advisor

Gene Theus
Director of Operations

Anika Warden
Director of Marketing & Financial Planning Assistant

Allison Milligan
Director of Client Services & Financial Planning Assistant

Kris Theus
Director of IT & Security

Laura Walsh
Affiliate & Paralegal, Tax Preparation

Jim Walsh
Affiliate & Estate Attorney, CPA