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OUR FINANCIAL PLANNING SERVICES TEAM

We understand the stress and strains of everyday life and the potential confusion for those who are not familiar with the financial planning process. We’re different from other firms because we take it personally, and we have personal real-life experience. We simplify the financial planning process and provide solutions to make our clients feel comfortable with their financial planning process throughout their lives.

Specializing in certified neurodiversity financial planning advice and services to those with special needs and disabilities, including autism.

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Andrew Komarow, MSFS, CFP®,
CNP®

Founder – Certified Financial Planner

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Elizabeth Yoder, CFP®

Director of Financial Planning

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Kerry Broderick

Financial Planner

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Robert Dillard

Medicare and Insurance Specialist

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Katie Zame

Director of Client Services

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Andrew Arboe

Director of Community Outreach

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Shannon Caissie

Director of Financial Education And Wellness

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Jillian Noyes

Jillian Noyes

Director of Digital Content

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Jeremy K Farrell

Director of Family & Personal Growth

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Julia Vassallo

Benefits Research Assistant

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