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.



Our advisors

Dennis Oltorik

APMA

Financial Advisor

Managing Director
Learn more about Dennis Oltorik Visit Dennis Oltorik's website

Ryan Oltorik

CFP®

Financial Advisor

Associate Vice President
Learn more about Ryan Oltorik Visit Ryan Oltorik's website


Our team

Alissa Vietz

Registered Client Service Associate