Associates

 
  • Scott G. Hackett, CFP®

    Founder

  • Allen Mecklenburg

    Investment Advisor

  • Morgan Lane

    Tax Specialist

  • Lisa Shacklett

    Client Relations

  • Megan Bruce

    Office Manager

  • Amanda McMillan, CFP®

    Financial Planner

  • John Palumbo

    Paraplanner

  • Steve Thurber

    CPA (retired), tax specialist