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.

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Advisors

Robert A Lepa

Financial Advisor

Vice President
Visit Robert A Lepa's website

Douglas Dinzik

CFP®

Financial Advisor

Vice President
Visit Douglas Dinzik's website

Travis Routt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Routt's website


Team

Sean McQuown

Registered Client Service Associate

Roxanne L. Wright

Operations Leader

Katrina Daley-Deus

Registered Client Service Associate,

Supervision Support Associate