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

Aaron P Karr

CRPS, AIF®

Financial Advisor

Accredited Investment Fiduciary®
Visit Aaron P Karr's website

Michael Pettit

JD, CFP®, CFA®

Private Wealth Advisor

Visit Michael Pettit's website

Robert S Bjekich

CFP®

Financial Advisor

Visit Robert S Bjekich's website

Joe Canale

CFS®

Financial Advisor

Visit Joe Canale's website

Kenneth Charles

CRPC, AAMS

Financial Advisor

Visit Kenneth Charles's website

Eric Graves

CFP®

Financial Advisor

Visit Eric Graves's website

Mitch Satz

Financial Advisor

Visit Mitch Satz's website

Jeffrey A Ringholm

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jeffrey A Ringholm's website

Daniel Mauldin

AAMS, APMA

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Visit Daniel Mauldin's website

Ryan Thomas

Financial Advisor

Visit Ryan Thomas's website


Team

Julie Esposito

Julie Esposito

Client Service Specialist

Jana Mayer

Jana Mayer

Client Service Specialist

Mayra Olarte

Mayra Olarte

Client Service Specialist

Amee Kam

Amee Kam

Client Service Specialist

Matt Dazey

Matt Dazey

Client Service Specialist

Luisa Varela

Luisa Varela

Client Service Specialist

Lori Bullis

Lori Bullis

Client Service Coordinator

Prahb Sarai

Prahb Sarai

Client Service Specialist

Will Osen

Will Osen

Client Service Specialist