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Meet our Team

Founding Advisors

Laura Isanuk

Laura Isanuk
CFP®, AIF®, CFS®

Advisor | Dream Believer;
Certified Financial Planner®, Accredited Investment Fiduciary®, & Certified Fund Specialist™

Meet Laura
Pam Stamper-Brandt

Pamela
Stamper-Brandt
CFP®, AIF®

Certified Financial Planner® & Accredited Investment Fiduciary®

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Meet Pamela
Harry Moran

Harry Moran
CFP®, AIF®, CeFT®

Certified Financial Planner®, Accredited Investment Fiduciary®, & Certified Financial Transitionist®

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Meet Harry
Krista Strohoffer

Krista Strohoffer
CFP® AIF® CSRIC®

Certified Financial Planner® Accredited Investment Fiduciary®, Chartered SRI Counselor SM

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Meet Krista
Julie Skye

Julie Skye
®

Advisor
Chief Compliance Officer​

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Meet Julie
Jan Bryan

Jan Bryan
CFP® (Emeritus, Retired)

Certified Financial Planner® & Accredited Investment Fiduciary®

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Meet Jan

Consultants & Support Staff

Kingston Hollman

Kingston Hollman
MBA

Compliance Consultant:

Sustainable Advisors Alliance;

Owner | Managing Member:

Just Compliance​​​

Meet Kingston
Liz Litts

Elizabeth
“Liz” Litts

Client Services for Harry Moran, Investment Advisor Representative

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Meet Liz
Cassidy Plair

Cassidy Plair
MBA CRPC™

Director of Client Services
for Laura Isanuk

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Meet Cassidy

What is an Accredited Investment Fiduciary (AIF®)?

Learn more about the credential in this video: https://vimeo.com/885680275

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