Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Janet Palmatier

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Janet Palmatier's website

Tamara Pavlov

Associate Financial Advisor

Visit Tamara Pavlov's website


Team

Lori Slagle

Lori Slagle

Client Relationship Manager