Our Team

Mara Shaughnessy, Esquire Biography Mara Shaughnessy, Esquire Mara Shaughnessy is a seasoned professional with an extensive career spanning over 17 years, marked by her unwavering dedication to guiding individuals on their path to their goal of financial security. Professional Journey With a professional career that unfolds over 17 years, Mara Shaughnessy has been a stalwart […]

Elijah Heath CFP®, ChFC®, CLU® Biography Elijah Heath CFP®, ChFC®, CLU® Professional JourneyWith over 20 years as a financial professional, Elijah Heath CFP®, ChFC®, CLU®, is dedicated to helping individuals and families pursue their financial goals.  He uses his established processes in an effort to address quality investments with the appropriate financial goal, taking into consideration his […]