Our advisors

Daniel Stella

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Daniel Stella Visit Daniel Stella's website

Benjamin Johnshoy

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Benjamin Johnshoy Visit Benjamin Johnshoy's website

John Wolkerstorfer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Wolkerstorfer Visit John Wolkerstorfer's website

Simon Store

APMA

Financial Advisor

Learn more about Simon Store Visit Simon Store's website


Our team

Shannon Johnshoy

Shannon Johnshoy

Financial Planning Specialist

Qualifications

  • Series 7
  • Series 66
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Amy Lundstrom

Amy Lundstrom

Client Service Manager

Andrea Naples-O'Mara

Andrea Naples-O'Mara

Financial Planning Assistant

Heidi Cloutier

Heidi Cloutier

Administrative Assistant

Pamela Beckman

Operations Manager

Paula Merritt

Administrative Assistant