Our Team

An Experienced Team with a Practiced Approach

Over the years we’ve built a network of professionals and specialists, as well as a dedicated core team. This means you can benefit from the full range of expertise needed to answer complex retirement questions, with the convenience and clarity of a central advisory relationship.

“Wealth accumulation will help you keep your lifestyle in retirement if, and only if, it’s combined with a strategy for income and cash flow management. Our comprehensive planning process allows us to build this level of stability into your wealth.”

Todd Hounsome
Managing Partner

Our Core Team

 
Todd Hounsome

Todd Hounsome

Managing Partner

Since starting his career in financial services in 1993, Todd Hounsome has developed a unique professional offering that includes investing, protection strategy, coordinated planning and other strategic wealth services. With this depth of service, Todd is able to provide financial guidance to clients looking for clarity beyond the accumulation phase.

Todd first attained his insurance license in 1995, and became a licensed financial advisor in 1998. On track to complete his Certified Financial Planner (CFP) designation, Todd now specializes in serving professionals, to help them to achieve growth and stability for retirement and future milestones.

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Marika Georgiadis

Marika Georgiadis

Senior Financial Administrator

Marika Georgiadis lends administrative support to the team. With 18 years of industry experience supporting insurance, investing and financial services, she helps provide a consistent and personal experience for every client.

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Multiple specialists working toward your ideal retirement.

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