Financial planning, retirement education, and wealth management for those approaching or already in retirement.

Information contained in posts should not be construed as a recommendation to buy or sell securities, insurance or other products and services.  An endorsement of this individual is not a referral of her for investment advisory services and may not reflect others’ views or experience.

Investment Advisory Services offered through C2 Private Wealth, an SEC Registered Investment Advisory firm. Registration does not imply a certain level of skill or training. Insurance products are offered through C2 Insurance Services.  C2 Private Wealth does not offer insurance products. The insurance products offered by C2 Insurance Services, are not subject to Investment Advisor requirements.  C2 Private Wealth and C2 Insurance Services are affiliated companies.

Investment Management

Personal Finance

Retirement

C2 Private Wealth

Kirk Cassidy

Kevin Richman

Barry Garrett

Brittany Henson

Troy Aikins

Vanessa Carvalho

Lea Boreland

This department focuses on providing financial planning and advisory services to clients.

Financial Services

This department focuses on managing and coordinating financial planning activities, analysis, and supporting wealth management initiatives.

Financial Planning

This department focuses on enhancing customer satisfaction and engagement throughout the organization's service offerings.

Client Experience

This department oversees regulatory adherence and organizational policy implementation.

Compliance and Governance

This department focuses on assessing market trends, consumer behavior, and campaign performance to inform strategic marketing decisions.

C2 Private Wealth

Org chart

Teams

Financial Services

Financial Planning

Client Experience

Compliance and Governance

Marketing Analysis

Offices