Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Advisors

Advisor photo for Andy Kourpouanidis

Andy Kourpouanidis

Financial Advisor

Vice President
Visit Andy Kourpouanidis's website
Advisor photo for Jeremy St Croix

Jeremy St Croix

CFP®, AAMS®, APMA®, CRPC

Branch Manager

Private Wealth Advisor
Visit Jeremy St Croix's website


Team

Kristin Nelson

Kristin Nelson

Registered Client Service Associate