Congratulations, Ean!

Please join us in congratulating Ean Livingood on his transition from Business Operations Manager to Financial Advisor.

Since joining the firm in February 2025, Ean has been an integral part of our team. With over 15 years of management experience, he brings a strong background working alongside business owners and understanding their unique needs. He also has significant experience in employee benefits and financial considerations for both business owners and individuals and families.

Ean’s experience, combined with his commitment to our client-first, family-focused philosophy, makes this a natural next step. As a Financial Advisor, he will work more directly with clients to help them identify and achieve their financial goals through personalized planning and guidance.

We’re proud to support Ean in this transition and excited for the impact he will continue to make for our clients and community.