PRODUCTS & SERVICES
Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.
We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.
Home
Our Team
Learn more about our amazing team of professionals.

Tim Morrison, B.B.A., CFP
President
Financial Planner, Wealth Strategies

Brad Sawyer, EPC
Financial Security Advisor, Wealth Strategies

Robb Cranbury
Financial Security Advisor, Wealth Strategies

Gino Paolone
Financial Security Advisor, Wealth Strategies

Don Pozojevic
Financial Security Advisor

Vanessa Morrison, M.B.A.
Operations Manager

Debbie McCutcheon
Marketing/Relations Assistant

Tina Jones
Administrative Associate
