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 Peter Velcofsky

Peter Velcofsky

CFP®

Branch Manager

Managing Director
Visit Peter Velcofsky's website


Team

Christine Sarasin

Christine Sarasin

Client Service Associate