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

Bradly Blausey

Financial Advisor

Managing Director
Learn more about Bradly Blausey


Our team

Amanda Watson

Client Service Associate

Kathleen Kelly

Kathleen Kelly

Client Service Associate