We are FWA.

Our team of experienced financial professionals is dedicated to providing you with the highest level of service. With diverse backgrounds and expertise, we collaborate to bring you comprehensive solutions that make a meaningful impact on your financial well-being.

  • W.A. (BILL) FINLAY, BA, CPA, CA

    Wealth Advisor

  • JOHN V.R. WARK*, CPA, CA, CIM®, CFP, CLU, CHFC

    Financial Advisor

  • MATT ANTHONY, BA, CFP©

    Chartered Financial Planner©

  • MARLA DOUGLAS

    MARLA DOUGLAS

    Licensed Associate

  • RITA KELEMEN

    Client Services Manager

  • HOLLIS STEELE, BA

    Operations Manager