Ryan Redfern
Chartered Financial Consultant (ChFC®)
Market Commentary
Read monthly updates on economic events and market trends
William T. Hepburn
Investment Research
Learn more about active management from the author of,
“Why Bad Things Happen to Good Investments”
Laura F. Redfern
CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
Certified Financial Transitionist ®
Financial Planning
Gain perspective by looking at your finances in new ways
R. Phil Lebkuecher
Behavioral Financial Advisor (BFA)
Behavioral Finance
Uncover how your values and emotions influence your financial decisions