Mary Dawn Davy, CIM®, CFP®, EPC
Senior Wealth Advisor
Mary Dawn is an Investment Advisor and primary advice-giver to individuals, families and businesses in need of financial and estate planning expertise. Mary Dawn specializes in building and managing a...
Read more David Simmons, CFP®, CIM®, FCSI® , FMA, CPCA
Senior Wealth Advisor
David Simmons has been assisting seniors for 32 years to retire in comfort by making better, more informed decisions with their money to protect their assets, reduce their risk, tailor their investmen...
Read more Stephanie Digout
Client Relations
Stephanie has spent over 25 years, as a member of Mary Dawn’s team. She has held positions in Operations and Client Relations in various sectors of financial Services, giving her a better understandin...
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