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Realize Wealth Management

James H Daffin CFP®, ChFC®, CASL®, RICP®, CAP®

Co-Founder and Wealth Management Advisor

Matthew Robert St Clair CLU®, ChFC®, CFP®

Co-Founder and Wealth Management Advisor

Mark S Klein CFP®, RICP®, CLTC®, MBA

Co-Founder and Wealth Management Advisor

Kristin St Clair

Office Coordinator

Shane M Watson CFP®, RICP®

Director of Wealth Management Services

Rebekah Rodgers

Financial Planning Analyst

Jennifer Netherton

Financial Planning Analyst

Susan L Sulfridge

Client Service Coordinator

Sharyn L Dunnette

Client Service Coordinator

Emily Daffin

Marketing Coordinator

Philip Patten CFP®, RICP®

Financial Planning Analyst

Kristin Coulter

Financial Planning Analyst