With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Advisors

Brian Ewell

MBA

Financial Advisor

Managing Director
Visit Brian Ewell's website


Team

Mia Kerman-Quentin

Mia Kerman-Quentin

Registered Client Service Associate,

Chartered Retirement Planning Counselor™