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.

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Team photo

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Advisors

Advisor photo for Lee Winters III

Lee Winters III

Financial Advisor

Visit Lee Winters III's website
Advisor photo for Tor P. Bennstrom

Tor P. Bennstrom

Branch Manager

Registered Principal
Visit Tor P. Bennstrom's website


Team

Gina Spehl

Gina Spehl

Registered Operations Leader

Darragh James

Darragh James

Client Service Associate