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.



Advisors

Advisor photo for Kasia Anthis

Kasia Anthis

MBA, CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Kasia Anthis's website


Team

Heather Ross

Financial Planning Assistant

Sheila Hagen

Client Service Manager

Theresa M. Ferrari

Client Service Specialist