Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Meet Our Team
Ken Murray
Financial Advisor
Ken started his career in Financial Planning in 2004. He believes in the motto that, “Personal Finance is more Personal than it is Finance.” Ken strives to fully understand the context of his clients personal circumstance and needs...
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Rebecca Fakhar
Client Assistant
Rebecca has worked with Ken and Paul for over four years, bringing a thoughtful, detail-oriented approach rooted in strong collaboration and exceptional client service. She values building strong personal relationships with each of her...
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