Trades her car for a broomstick on occasion.
Lois Carrier CFP®, AIF®
President & CEO
Is known to have multiple alter egos.
Guards his chicken with his life.
Watch out for the clown inside!
The office nerd.
Can’t seem to remember lunchtime.
Frequently channels Tim Conway.
David Maurice, CFP®
CIO & VP
This lady can herd cats!
Is there anything she can’t do?!
Follow-through champion 2020!
Mischief is her middle name…
Self-proclaimed Queen B
Spider hands … nothing she doesn’t touch.
Director of Operations
A softie for any animal!
The office hound—she will never give up on the chase.
Our affable people person!
Quick on the draw.
Transformed into a vegan overnight!
Hands on hips…watch out!
Client Care Specialist
Sugar and spice and everything nice!
The office artist – seriously doodles on EVERYTHING.
Lean, mean, candy eatin’ machine!
Wishes she could live in Disney World.
The dictionary picture of sweet tooth.
Her scrumptious baking causes group diabetic comas.
Never one to offend others—our office blusher.
He’s a professional.
Voted most photogenic.
Also voted most effective beggar.
Our company food disposal.
A real gentleman.
Chief Morale Officer
The Lois & David Story
Partners both in business and in marriage, we believe that loving and authentic relationships are key to success in all aspects of life. As we began our journey in this profession, we found ourselves blessed to be in the company of some of the “giants” of the profession. We thrived under their mentorship as we absorbed their knowledge, wisdom and, most importantly, their love, respect and passion for financial planning.
The following thirty years brought us the joy and satisfaction of beginning new journeys with purposeful savers, traveling with them into successful retirement transitions. We are honored by these experiences and relationships with our peers, our WorthWhile Wealth team and allied professionals. And, we enthusiastically invite you to embrace these gifts and tools to move toward your own vision of WorthWhile Living.