Team
Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:
- Did I save enough for retirement?
- Did I invest my assets in the right places?
- Which assets should I use first?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- How can I protect my beneficiaries and maximize tax strategies?
- Do I have enough life insurance for my family?
We specialize in creating an approach that is designed to address your individual situation.
Gina P. Wilson, ChFC®, CRPC®
Wealth Planning Advisor
With over 25 years of experience as a financial advisor, Gina provides sound financial advice and value-added service to her clients — always striving to build relationships based on mutual trust and respect. By taking a...
Richard Austin, JD*, LLM, CIMA, CBEC
Executive Director, IFP Family Office
Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations.
Gregory Freeman
Advanced Planning Specialist
Greg has over 10 years of experience building comprehensive financial plans for high net worth individuals and business owners. He has accumulated significant knowledge with the use of the planning software, eMoney. Through live...
Derek Chesley
Case Design