Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Douglas Dinzik

CFP®

Financial Advisor

Vice President
Visit Douglas Dinzik's website

Travis Routt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Routt's website

Robert A Lepa

Financial Advisor

Vice President
Visit Robert A Lepa's website


Team

Katrina Daley

Katrina Daley

Client Service Associate