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

Kable Doria

CFP®, MBA

Branch Manager

Managing Director
Visit Kable Doria's website


Team

Jill Fairchild

Jill Fairchild

Client Service Associate,

Operations Specialist
Heather M Swanson

Heather M Swanson

Client Service Associate,

Financial Planning Specialist
Tara Cavrikas

Tara Cavrikas

Lead Registered Client Service Associate