Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Advisors

Advisor photo for Patrick Wainscott

Patrick Wainscott

Financial Advisor

Vice President
Visit Patrick Wainscott's website


Team

Erdelyn Valera

Erdelyn Valera

Client Service Specialist

Roles & Responsibilities

  • Erdelyn assist with administrative task, paperwork, secure site navigation. She manages all client request and ensures client concerns are addressed.
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