Meet the Team

  • John Baynham, CIM®, CFP®

    PRESIDENT AND FINANCIAL PLANNER

  • Evan Legakis, MA

    FINANCIAL ADVISOR

  • Sam Baynham

    ADMINISTRATOR

  • Sunny Wishart, CFP®

    FINANCIAL PLANNER

  • Jorge Ramos, CFP®, TEP, CLU

    INSURANCE PLANNING CONSULTANT

  • Connie Wang

    Executive Assistant

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