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Home Page Custom Block Instructions

Our Team

An “Our Team” block can be inserted on a website home page to give visitors quick access to the full profiles pages of various team members.

Our Team – Option #1

Our Team

Bill Thompson
CFP, RFP, CH.F.C.
Steve Smith
CFP, Life Insurance Advisor
Susan Clarkson
Office Manager

Our Team – Option #2

Bill Thompson, CFP

Bill Thompson

Steve Smith, CFP

Steve Smith

Our Team – Option #3

Our Team

paul lahey.jpg

Paul
Lahey

Certified Financial Planner®

michael rowland

Michael Rowland

Certified Financial Planner®

katrina holowach

Katrina Holowach

Financial Advisor Assistant

mary nicholson

Mary
Nicholson

Investment Associate

Our Team – Option #3

Our Team

Bill Thompson

Bill Thompson

Certified Financial Planner

Branch Manager

Steve Smith

Steve Smith

Certified Financial Planner

Susan Clarkson

Susan Clarkson

Office Manager

CFP, RFP, CH.F.C.

CFP, Life Insurance Advisor

Office Manager

Our Team – Option #4

Our Team

Bill Thompson, CFP

Certified Financial Planner

I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.

I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Bill Thompson