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.



Advisors

Advisor photo for Alan Segal

Alan Segal

CFP®, CIMA®

Private Wealth Advisor

Vice President
Visit Alan Segal's website


Team

Hannah McGrath, CFP®

Hannah McGrath, CFP®

Registered Client Service Associate,

Financial Planning Associate

Roles & Responsibilities

  • Financial Planning Support
  • Investment Analyst
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Sarah Brandl

Sarah Brandl

Registered Client Service Associate,

Client Relationship Specialist