We are a full-service financial firm committed to helping people pursue their financial goals. Our consultants offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work toward them by our providing sound financial information.
Marcy Haines, CFP®
LPL Financial Advisor
Christina works with clients on all aspects of the financial planning process. She enjoys working with Millennials and gen Xer’s, creating life plans (continues ...)
Wes Price's focus is on improving our overall client experience. He does this through researching and assisting Marcy with technical and fundamental analysis. He also spends time focusing on 401k plans, strategic planning, and...
Director Of First Impressions
Colleen Taylor is the Director of First Impressions at Vision Wealth Management Inc. Colleen greets clients, answers the phone, schedules appointments, helps plan client events, and maintains special contact with clients. Colleen is a...