Our Team
J’Neanne Theus
Founder & Financial Advisor
Anika Warden
Director of Marketing & Financial Planning Assistant
Allison Milligan
Director of Client Services & Financial Planning Assistant
Laura Walsh
Affiliate & Paralegal, Tax Preparation
Jim Walsh
Affiliate & Estate Attorney, CPA
Our Team
J’Neanne Theus
Founder & Financial Advisor
Anika Warden
Director of Marketing & Financial Planning Assistant
Allison Milligan
Director of Client Services & Financial Planning Assistant
Laura Walsh
Affiliate & Paralegal, Tax Preparation
Jim Walsh
Affiliate & Estate Attorney, CPA
