Tell me about the team

Tell me about the team

Financial planning savvy and friendly professionalism are the common traits among the YOU FIRST team.

As a YOU FIRST client, you have access to our team of advisors, and each one brings a special expertise.

Click on each name or photo to learn more:

• 

  Odette Morin

  Founder & Senior Financial Planner

• 

  Terry Broaders

  Founder, Financial Planner, Director of Research

• 

  Anthony Sabti

  Investment Funds Advisor

• 

  Mona Casey

  Director of Administration & Client Services Representative

• 

  Janet Dodd

  Director of Organization

• 

  Victoria Clemente

  Receptionist/Administrative Assistant