Team Members
Treena EdwardsClient Experience Specialist
Bonnie PshykClient Experience Specialist




| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |

Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
We use an established process to help you reach your goals.
Learn More