Our advisors

Peter Dold

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Peter Dold Visit Peter Dold's website

Cheryl Lopez

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cheryl Lopez Visit Cheryl Lopez's website

Sean Donnelly

CRPC, APMA

Financial Advisor

Learn more about Sean Donnelly Visit Sean Donnelly's website


Our team

Jaclyn Carles

Jaclyn Carles

Operations Manager

Lesley Dold

Lesley Dold

Office Manager