Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Doug Ireland
Financial Planner
Doug is a seasoned professional in the financial services industry with over 20 years of experience across multiple sectors, including banking, taxes, and financial advising. Throughout his career, he has developed a deep understanding...
Stacey Ireland, MBA, CRPC®, AAMS®
Branch Operations Manager
With over 20 year of experience working in the financial services industry, Stacey is passionate about empowering individuals and businesses to reach their financial goals.Stacey has experience in various areas of the industry,...