Meet our Partners

jim kidney headshot
Jim Kidney, CFP®
Financial Planning Consultant
monica wiesel headshot
Monica Wiesel, CFP®, RICP®
Financial Planning Consultant
Beth Dominguez Headshot
Beth W. Dominguez, CPWA®, CFP®, CPA
Wealth Consultant
john hanlon headshot
John Hanlon, MSFS, CPWA®, ChFC®, CLU®
Private Wealth Consultant
Chris Raulston headshot
Chris Raulston, CPA, CFP®
Wealth Strategist
leann detmer headshot
Leann Detmer, J.D., CTFA
Wealth Planning Strategist
Bonnie Harper headshot
Bonnie Harper, CFP®, RICP®, CLU®
Wealth Consultant

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Intrepid Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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