Amy Irvine, CFP®, EA, MPAS®, CCFC   Founder of Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Amy’s Picture for her full bio

Amy Irvine, CFP®, EA, MPAS®, CCFC

Founder of Irvine Wealth Planning Strategies dba Rooted Planning Group

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Kate Welker, CFP®   Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Kate’s Picture for her full bio

Kate Welker, CFP®

Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Kerrie Beene, CFP®   Financial Planner and Education Director at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Kerrie’s Picture for her full bio

Kerrie Beene, CFP®

Financial Planner and Education Director at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Scott DuMond, CFP®   Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Scott’s Picture for his full bio

Scott DuMond, CFP®

Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Becky Partridge-Eason   Financial Planner and Student Loan Educator at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Becky’s Picture for her full bio

Becky Partridge-Eason

Financial Planner and Student Loan Educator at Irvine Wealth Planning Strategies dba Rooted Planning Group

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Will Morrison, CFP®   Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group  Click on Will’s Picture for his full bio

Will Morrison, CFP®

Financial Planner at Irvine Wealth Planning Strategies dba Rooted Planning Group

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