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

Karen Vibe

CFP®, CRPS

Private Wealth Advisor

Managing Director
Learn more about Karen Vibe Visit Karen Vibe's website

Jonathan Hickox-Young

APMA

Financial Advisor

Learn more about Jonathan Hickox-Young Visit Jonathan Hickox-Young's website