Alan leads the advisory efforts of the practice and works closely with clients to understand their goals, values, and financial priorities. He focuses on getting to know clients and helping them connect their financial decisions to what matters most in their lives. He focuses on building long‑term relationships and guiding clients through ongoing planning conversations as their lives and needs evolve.

Paul partners with individuals and families as they navigate financial decisions and life changes. As part of the Approach Path team, he brings a calm, steady approach that helps clients think through options, ask good questions, emphasizes education and stay focused on their long‑term goals.

Paul helps keep the planning process moving and coordinating next steps. He supports client relationships and planning coordination within the team. His role helps ensure continuity and follow‑through as clients move from strategy discussions to implementation, so no detail goes missed.

William supports the implementation side of planning, working closely with the advisory team to help client ideas align with their objectives. Contributing investment and planning support as part of the broader Approach Path client experience all while helping connect strategy to execution, so plans don’t just look good on paper.

Kassandra assists with insurance‑related coordination and documentation, supporting clients and advisors throughout policy service, documentation, reviews, and follow‑up. She plays a key role in ensuring accuracy, responsiveness, and compliance in client interactions, while keeping everything accurate, organized, and on track.

Outside of my professional life, I am a proud and active mom of two boys and a daughter who enjoy camping, swimming and spending time outdoors with family and friends. I’m deeply involved in my community, committed to raising awareness about the importance of building a strong, transparent financial foundation with a trusted advisor.

Kathy keeps schedules, communications, and logistics running like clockwork. Her attention to detail helps ensure meetings happen smoothly, and clients always know what to expect next, all follow‑ups are handled smoothly and professionally. Her role reinforces the team’s commitment to reliable client service.

CJ provides administrative and operational support for the practice; she helps keep the office running smoothly behind the scenes. From coordination to organization she is helping facilitate client meetings and maintain efficient office processes that contribute to a seamless and positive client experience from start to finish.