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 Erica Lynn Delgado

Erica Lynn Delgado

Financial Advisor

Associate Vice President
Visit Erica Lynn Delgado's website
Advisor photo for Chris Housley

Chris Housley

Branch Manager

Vice President
Visit Chris Housley's website


Team

Julianna Bigary

Julianna Bigary

Registered Client Service Associate,

Practice Manager
Erica Johnson

Erica Johnson

Director – Complex Operations