Abbe Udochi

Abbe Udochi

Certified Senior Advisor (CSA)®, Aging Life Care Manager®. Healthcare, geriatric care, advocacy, care planning and management.

Alan Melanson, CFP®

Alan Melanson, CFP®

Estate planning, business succession planning, wealth management, and extended family finances.

Alexander Basco

Expertise: Family Finances; Tax preparation; Insurance Planning

Alicyn McLeod, CPA, CFP®

Alicyn McLeod, CPA, CFP®

Tax professional with a focus on multi-generational businesses; real estate investments; and trusts & estates.

Amy Irvine

Amy Irvine

Divorce and Money; Family Finances; Divorce Issues; Planning for Couples