We welcome conversations with both clients and prospective clients. Appointments can be scheduled directly using the links below.

Meagan Balaneski CFP, RFP, CIM, TEP

For discussions related to financial planning, retirement strategy, tax planning, and estate considerations.

Schedule with Meagan

Victor Lough CFA, CAIA, CFP

For discussions related to investment management and portfolio construction.

Schedule with Victor

If you would like to schedule a joint conversation with both Meagan and Victor, please use this link:

Discovery Meeting with Meagan and Vic

Specialist Support

Erin Miller – Insurance Planning

For discussions related to insurance planning and risk management.

Schedule with Erin
David Tomlinson – Condominium Advisory

For condominium reserve fund discussions and related advisory work.

Schedule with Dave

We respond personally to all inquiries and coordinate conversations as appropriate.

(This page is intended for prospective clients and professional introductions. We do not typically engage with unsolicited business development inquiries.)