Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Todd Frattura

Branch Manager

Visit Todd Frattura's website

Team

Sheri Davis

Sheri Davis

Lead Client Service Associate,

Practice Manager

Rebekah Roy Morrow

Client Service Coordinator