Jo Ellen enjoys working in financial services and cherishes the relationships she has built with clients. She became...
Rosemary has been a financial planner in practice for over 30 years. Prior to forming Balanced Financial Planning (BFP)...
Client Service Manager
As Client Services Manager, Megan genuinely loves to connect, help, and support clients on their financial journey. Her...
Associate Planner
As an Associate Financial Planner, Cameron brings a passion for financial literacy with a focus on the implementation of...