With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jonathon Dretzka

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jonathon Dretzka Visit Jonathon Dretzka's website

Heather Dretzka

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Heather Dretzka Visit Heather Dretzka's website


Our team

Kristina Brink

Administrative Assistant

Stefan Morse

Paraplanner