Integrative Wealth Management

John Demers

John Demers brings over 20 years of expertise to the world of Wealth Management. A fervent believer in the power of data, John’s distinct portfolio management and advisory style is anchored in rigorous research and analytics. In 2004, John earned the designation of CERTIFIED FINANCIAL PLANNER®. His dedication and commitment to the field have not gone unnoticed, as evidenced by being consecutively ranked as a “Forbes Best-in-State Wealth Advisor” from 2019 through 2023. John enjoys playing golf and fishing. Above all, treasured moments with family and friends.

‍

‍

Chrissie Capps

Chrissie Capps has over 15 years of experience in helping individuals, families, executives, and business owners achieve their financial goals. With expertise in investment management, retirement planning and investment planning, Chrissie is committed to providing personalized and comprehensive financial solutions to her clients. In 2011, Chrissie earned the designation of CERTIFIED FINANCIAL PLANNER®. She possesses a keen understanding of market dynamics, economic trends, and investment vehicles, enabling her to navigate the complexities of the financial landscape with precision and foresight. Chrissie spends her free time with her family, enjoys golfing and is a sports enthusiast.

‍

‍

‍

‍

‍