Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for David Spataro

David Spataro

Complex Director

Financial Advisor
Visit David Spataro's website
Advisor photo for Brian Wilverding

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
Visit Brian Wilverding's website


Team

Jay Morris

Registered Operations Leader