Lee Generous, Generous Wealth ManagementCertified Financial Planners (CFP)Chartered Financial ConsultantsEnrolled Agent (EA)
Ryan Firth, Mercer Street Personal Financial ServicesCertified College Financial ConsultantsCertified Financial Planners (CFP)Certified Public Accountants (CPA)Global Financial PlannersPersonal Financial SpecialistsRegistered Investment AdvisorsRegistered Life Planners (RLP®)