Our team - comprised of Sheila Shaffer, Shannon McGreevy, Dan Spainhour, Eric Walker, and Allyson Albert - is committed to providing the most comprehensive financial planning and advisory services possible to each individual for whom we work. Our team’s multi-generational approach and experience enables us to work with a diverse group of clients including affluent individual investors, executives, business owners, families, and their heirs. Our notable record of client retention and referrals is our most persuasive and meaningful measurement of success.