Community in Retirement
COMING SOON - EVENTS & WEBINARSWe are working hard to bring you in-person events and webinars. Due to rising cases of COVID-19, our organization has determined it is not safe to gather in person. Please check back in 2022.
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CHARLIE JORDAN, CPA, CFP®, CEFT®
Practice Area Leader, Retiring Well | Lead Advisor
Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.
CHASE MOUCHET, CFP®, CIMA®
Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.