Legacy Planning Team

Lifestyle Planning Specialist

Brian Jackson

MCM Wealth

Insurance Services


Jerry Vanderzanden

Wingman Strategic Partners

Legacy Financial Assessment and Tax Exposures

Randy Fox

Twin Hawks Consulting

Foundational & Advanced Estate Planning

Yaasha Sabba

Sky Unlimited Law

Foundational & Advanced Estate Planning


Craig Stone

Stone Bybee & Associates, PLLC

Fearless Transitions Coach


Charis Santillie

Charis Your Life®

Planning Oversight & Charitable Giving


Kirk Loury

MCM Wealth

We Are Second-Opinion 

Portfolio Specialists

Click for our podcast discussing the benefits of a portfolio second opinion