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 Samantha Long

Samantha Long

CFP®

Financial Advisor

Visit Samantha Long's website
Advisor photo for Joe Dubinski

Joe Dubinski

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Joe Dubinski's website
Advisor photo for Kristin Dubinski

Kristin Dubinski

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kristin Dubinski's website