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 Gary F Baumgartner

Gary F Baumgartner

CFP®

Private Wealth Advisor

Vice President
Visit Gary F Baumgartner's website


Team

Jaclyn Kapovich

Jaclyn Kapovich

Operations Leader

Susan Steging

Susan Steging

Client Service Coordinator

Joel Heffington

Joel Heffington

Registered Practice Associate