Our Team

Team Photo
Photo of Wayne McCormick

Wayne McCormick,
CFP®, ChFC®

Managing Director,
Wealth Manager, Partner

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Photo of Michelle Lauder

Michelle Lauder,
CFP®

Wealth & Portfolio Specialist,
Vice President, Partner

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Photo of Bo Denniston

Bo Denniston

Vice President, Wealth Management Associate, Partner

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.