THE TWINS

For over 30 years, Katheigh & Raleigh have focused on building relationships with individuals and businesses to help them solve problems through financial planning and wealth management. They work hard to understand their clients' big picture and help them achieve their financial goals.

At Twin Financial, you have a whole team behind you. Our team of advisors & associates collaborate to bring you sound advice and the best service possible.

ADVISORS

ASSOCIATES

  • Roseanna Dillon

    Office Manager

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  • Kathy Elbert

    Client Service Representative

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  • Wendy Mayfield

    Wealth Management Ops

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  • Megan Scanlon

    Marketing & Operations

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  • Rebecca Schammel

    Administrative Coordinator

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  • Gretchen Vosburgh

    Financial Planning Assistant

    Email