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

Steven Parrett

Financial Advisor

Visit Steven Parrett's website

Jordan C Beck

APMA®, CRPC

Private Wealth Advisor

Visit Jordan C Beck's website

Leigh Howell

CFP®, CRPC, CRPS, APMA®

Financial Advisor

Visit Leigh Howell's website


Team

Maria Caron

Maria Caron

Office Manager,

Financial Planning Associate
Karen Hiltunen

Karen Hiltunen

Client Service Specialist