The Team Behind the Work
We take our work seriously—but not ourselves.
Behind every call, email, and meeting is a team that genuinely enjoys working together and cares deeply about the people we serve. We collaborate, we communicate, and yes—there’s usually a little laughter along the way. Because at the end of the day, this work is personal. And so are we.
Paula D. Porsch, CPA, CRPC®, CDFA®
President and CEO/Wealth Manager
Paula is the heart of it all. She built this firm with a clear vision: thoughtful advice, steady guidance, and a genuine commitment to helping our clients feel confident about their financial lives. That tone still guides everything we do.
Evie Porsch, CPA, CFP®
Wealth Manager
Evie brings both sharp technical expertise and a fresh perspective. As a CPA and CFP® Professional, she has a way of tying the details together so clients can make smart decisions without feeling overwhelmed.
Linda McCaffrey, FPQP™
Client Relationship Manager
Linda has been by Paula’s side for years and knows the ins and outs of just about everything. If something needs to get done, she’s already two steps ahead—and she does it with a calm, can-do presence that clients love.
Georgia Brantley
Administrative/Marketing Assistant
Georgia keeps us connected and current. She’s the voice behind much of what you see and hear from us, with a knack for turning complex ideas into something that makes sense (and maybe even makes you smile).
