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 Narayan Athanikar

Narayan Athanikar

MS, CIMA®, CRPC

Financial Advisor

Vice President
Visit Narayan Athanikar's website
Advisor photo for Brian McNamara

Brian McNamara

CRPC

Private Wealth Advisor

Managing Director
Visit Brian McNamara's website
Advisor photo for Michael Sprenger

Michael Sprenger

MBA

Branch Manager

Managing Director
Visit Michael Sprenger's website


Team

Sue Steging

Sue Steging

Client Service Coordinator

Joel Heffington

Joel Heffington

Registered Practice Associate