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
Lisa 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
Lisa Walsh
Affiliate & Paralegal, Tax Preparation
Jim Walsh
Affiliate & Estate Attorney, CPA
