Our Roots
There was no “easy street” that brought us to start our practice.
Just sheer will, heavy lifting, and a few sleepless nights. We get what it’s like to work hard for what you have. We pride ourselves on respecting where your financial path has brought you and the unique goals and values that you have pertaining to it.
Paulette Treguboff
Managing Partner
Paulette Treguboff began practicing as an advisor in 1995 after a career in new home sales. As a single mom with two boys, being an advisor offered her a solid career path for supporting her family while guiding others through their financial journeys.
Beaux Treguboff
Managing Partner
Beaux Treguboff formed a financial planning team with his mother Paulette in 2008. Prior to his career as an advisor, Beaux Treguboff worked on the family dairy farm, homesteaded by his great-grandparents who immigrated from Russia. The hard-worker mentality has stuck with him.
