Our Approach
Our mission is to help people like you and businesses like yours set and pursue financial goals. Working closely with you and your other advisors, we will identify your financial needs and help you implement strategies to help you reach your goals. Periodic reviews are utilized to update your financial position in response to the dynamics of changing needs and market fluctuations.
Asa Lakeman
CERTIFIED FINANCIAL PLANNER™
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
“An investment in knowledge pays the best interest.”
Avril G Zimmer
EXECUTIVE ASSISTANT
Avril brings over a decade of experience in client relations, organizational management, and financial coordination. She has worked in both financial and administrative roles, managing scheduling, records, and client communications with professionalism and efficiency. Her strong background in customer service and operations makes her a valuable addition to our team.
She will be assisting with scheduling, coordinating meetings, handling client paperwork, and ensuring everything runs smoothly behind the scenes. If you receive an email or call from Avril, know that she’s here to help and make your experience with us even better.
Outside of work, Avril is a dedicated mom of three who finds joy in cooking and experimenting with new recipes. A fitness enthusiast, she enjoys staying active through running and hiking along the beach, balancing her passion for health with quality family time. She also loves to travel and can often be found with a great book in hand during flights as she embarks on new adventures with her children.
If you ever need assistance, you can reach Avril directly at [email protected]. Please don’t hesitate to say hello—we’re thrilled to have her on board!