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.



Advisors

Michael Fredrick

MBA, CFP®, CIMA®, AIF®

Financial Advisor

Visit Michael Fredrick's website


Team

Suzanne M Guzaitis

Client Service Manager