Meet Our Team
The people behind inSOURCE are what set us apart. Experienced, credentialed, and genuinely invested in your success — our advisors bring both the expertise and the empathy you deserve in a financial partner.
Advisor Name
Founder & Senior Financial Advisor
CFP®, ChFC®
Brings over 20 years of financial planning experience to inSOURCE, specializing in retirement planning and wealth management. Passionate about helping clients achieve financial independence.
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Financial Planner
CFP®
Specializes in comprehensive financial planning for individuals and families. Dedicated to making complex financial decisions feel simple and empowering.
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Wealth Management Advisor
CFA®
Focuses on investment management and portfolio construction. Brings a disciplined, evidence-based approach to growing and protecting client wealth.
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