Broker Check

Our Team

Kirk M. Fogg, CFP®



Kirk Fogg brings over 20 years of experience to his clients. A veteran of the financial services industry, he founded the firm to provide investors with a truly unique planning experience. Though “one-size fits all”...
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Jessica Fogg, MPA

Client Relationship Manager

Jessica is responsible for assisting in client relations, business development, and creative design. Jessica has 20 years of experience developing new business leads and providing a top-notch client experience. She enjoys the creative...
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