by Taylor Brown | Nov 6, 2025
About Catherine Fadian-Lewandowski supports advisors and clients as an Administrative Assistant, managing client paperwork, responding to inquiries, and helping ensure smooth day-to-day operations. Her attention to detail and strong organizational skills help create a...
by Taylor Brown | Nov 5, 2025
About As Director of Business Development, Cortney works closely with financial advisors to identify meaningful growth opportunities, deliver tailored solutions, and ensure the firm’s platform evolves to support each advisor’s long-term goals. She also leads a...
by Taylor Brown | Nov 4, 2025
About As a registered Social Security Analyst, along with my team of financial planning specialists; we are here to help guide you through the noise and create a flexible plan with no fluff or pressure. We believe your retirement income plan and social security...
by Taylor Brown | Nov 4, 2025
About Rob is the founder of Du Charme Wealth Management and a highly experienced wealth management advisor with over 20 years in the industry. He earned his Bachelor of Science in Accounting with a Minor in Business Management from Brigham Young University and is an...
by Taylor Brown | Nov 4, 2025
About Michael DuCharme is an Accredited Wealth Management AdvisorSM (AWMA®) with a Bachelor of Science in Accounting from Utah State University. Michael has had a diverse career spanning 24.5 years in Oil & Gas as well as service in the Fire Department prior to...
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