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.


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Advisors

Advisor photo for Jeffrey Gunder

Jeffrey Gunder

CRPC

Private Wealth Advisor

Franchise Owner
Visit Jeffrey Gunder's website
Advisor photo for Christine Stefanou

Christine Stefanou

Financial Advisor

Visit Christine Stefanou's website
Advisor photo for Meghan McIntyre

Meghan McIntyre

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Meghan McIntyre's website