Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for Phil Sitar

Phil Sitar

CFP®, MBA, CRPC, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Phil Sitar's website


Team

Petra Kudla

Petra Kudla

Client Service Manager