Teighan Malloy CFP®, RRC
From a young age I loved working with money and developing a savings plan. Now, I get to help others with their financial goals. From retirement planning, to saving for a post-secondary education, along with risk planning and health and dental. I love the variety of topics financial planning covers and creating a holistic plan is what I love to do!
I am dedicated and passionate about our family business and want to see it flourish. I strive to provide “next level” service and uphold our core values including integrity, education, and a client first mentality. If you are looking for a long term financial advisor to partner with you through different life events, then give me a call. I love what I do, and would love to show you how I do it!