About Us

Meet Our Team

Photo of Gail Ann Kincannon

Gail Ann Kincannon

CEO/Owner
Financial Adviser

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MJ Vorachard

Insurance Professional

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Kathryn Allen Watson

Financial Professional

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Photo of Lorna Allen, M.S., MBA, RICP

Lorna Allen, M.S., MBA, RICP®

Financial Professional

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Samantha K. Rostek

Financial Professional

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Sonali Amodwala

Financial Professional

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Photo of Victoria Briones Magallanez

Victoria Briones Magallanez

Financial Professional

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Lauren Davis

Licensed Service Assistant

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Katie Cavanaugh

Design & Marketing Manager

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Jenny Menya

Marketing Strategist

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Our Approach

Your Financial Architect

When it comes to life’s important decisions, everyone needs a professional at the table. You wouldn’t build a house without an architect, just like you can’t create a comprehensive financial plan without an adviser. When we work with you, our goal is to take all the pieces of your financial framework to create a blueprint that helps you build the life and legacy of your dreams.

It does not matter if your goal is a proverbial skyscraper or a one-story house—every structure begins with a solid foundation. That is why we start by helping you protect your current assets and income; from there, we bring every aspect of your financial world into a cohesive and well-organized plan that helps you achieve your goals. From a future-focused tax strategy to an education plan for your kids, we make sure every brick is in the right place at the right time so you can make the most of your resources. When you work with a knowledgeable team and start from the ground up, we believe the sky is the limit for what you can build with your wealth.

Strategic Alliances

Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.