Our Team

Your finances are a big deal and we know helping you manage them is an important job that takes careful and proactive planning. Some financial advisors are just interested in fees, but our goal is to help you gain a better understanding of your financial situation so we can work together to build a complete, custom plan for your long-term vision.

As your financial advocate, we leave no stone unturned when managing your finances and we are here for you in every way possible.

Michael Carlin
President

Advisors

Shaunna M. Zoeckler​

CDFA®, Senior Vice President, Principal

Michael J. Carlin

AIF®, President

Andrea Donaldson

Vice President, Retirement Plans

Drake A. Qualls

CFP®, Vice President

Josh Berger

Financial Advisor

Client Associates

Brett B. Carlin

Client Associate

Cassie DiAntonio

Client Associate

Stephanie Durham

Senior Client Associate

Outside Investment Council

Aaron Dirlam

CFA®, CAIA®, Co-Founder, Chief Investment Officer, SpringTide Partners

Paul Courtney

CFA®, CAIA®, Co-Founder, Director of Research, SpringTide Partners

Let's chat!

No matter what stage of financial planning you’re in, we can help. Send us your contact info and let’s start a conversation about your future.

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Or call us at 48X0-483-3489

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