Our Team

We provide quality service to our clients best by continual advancement of our knowledge and experience through education, application, training and review. We will retain the confidence and trust of our clients through our total commitment to honesty and integrity in every aspect of our relationships. We encourage and support pursuit of advanced degrees to best serve our clients.

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Terry K. Lewis, CLU®, CFP®, ChFC®

Founding Partner

About Terry

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Joshua Batalden, FLMI

Partner

About Josh

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Ethan Anderson, CFP®, ChFC®, CLU®

Partner

About Ethan

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Courtney Ruiz

Associate
 

About Courtney

 

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Amy Dufresne

Director of Operations

About Amy

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Maggie Kase

Director of Marketing

About Maggie