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.


close

Team photo
Team photo

View Larger




Team

Jaclyn Kapovich

Jaclyn Kapovich

Operations Leader

Susan Steging

Susan Steging

Client Service Coordinator

Joel Heffington

Joel Heffington

Registered Practice Associate