Your Planning Team

Our team serves pharmacists across the country to help them live a rich life today and tomorrow. We have 4 CERTIFIED FINANCIAL PLANNERS™ and an in-house tax team (including a CPA and IRS Enrolled Agent) that are ready to bring structure to your financial life, anticipate transitions so you are financially prepared, provide accountability that allows you to follow through on financial commitments, and so much more.

Tim Baker, CFP®, RLP®, RICP®

Co-Founder & Director of Financial Planning

Angel Melgoza, MS, CFP®, CSLP®

Lead Financial Planner

Kim Bolton, CFP®, CSLP®

Financial Planner

Christina Slavonik, CFP®

Financial Planner

Tom Groves

Candidate for CFP® Certification

Sara Biondello

Customer Service Associate

Paul Boyle

Customer Service Associate

Sean Richards, CPA, EA

Director of Tax

Are you ready to build a financial plan that will support your life goals?

Book a Free Discovery Meeting