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

Michael Sommerfield

CFP®, CRPC, APMA

Financial Advisor

Visit Michael Sommerfield's website

Scott Falkowitz

CLTC®

Financial Advisor

Visit Scott Falkowitz's website


Team

Elizabeth Braun

Client Service Manager