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

Advisor photo for Rick Gongorek

Rick Gongorek

Financial Advisor

Managing Director
Visit Rick Gongorek's website


Team

Bridget Lozano

Bridget Lozano

Registered Client Service Associate