Founding Legacy: Eileen Clune

We honor the life and legacy of Eileen Clune, the founder of our firm and a trailblazer in the financial planning industry. Eileen built this firm with integrity, intelligence, and an unwavering commitment to her clients. As a pioneering woman in a male-dominated field, she set the standard for personalized, values-driven wealth management. Her vision continues to guide our work every day, and her spirit remains at the heart of everything we do.