Your Financial Planning Team
Our Advisors
Jon Magoch
Role: Founder, President and Investment Advisor Representative
Joined: 2006
Professional Experience: 20+ years
Support Team
Jamey Durbin
Role: Transfer and Account Specialist
Joined: 2012
Professional Experience: 20+ years
Sloan Magoch-Morales
Role: Office Administrator & Marketing Director
Joined: 2015
Professional Experience: 25+ years
Kenneth Magoch
Role: Legacy Board Member, Retirement Evolutions' Mt. Rushmore
Joined: 2006
Professional Experience: "Well-Seasoned"