With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Roland Szukhent

CFP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Roland Szukhent's website

Alexander Bowden

Financial Advisor

Visit Alexander Bowden's website


Team

Mindy Southerland

Mindy Southerland

Client Relationship Manager