The People Behind the Blueprint
Three partners. Different strengths. One unified strategy.
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Founding Partner
Christopher Holt
Christopher brings deep expertise in strategic tax planning and wealth coordination, helping business owners align every financial decision with long-term outcomes.
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Founding Partner
Nordia Daleyn
Nordia leads the accounting and advisory division, delivering CFO-level insight that connects business performance with personal wealth strategy.
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Founding Partner
Sue Stevenson
Sue bridges financial design and implementation, ensuring that every wealth blueprint translates into real, measurable results for clients.