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.


Our advisors

Advisor photo for Denise Allen

Denise Allen

CRPC™

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Denise Allen Visit Denise Allen's website
Advisor photo for Geoff Galster

Geoff Galster

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Geoff Galster Visit Geoff Galster's website
Advisor photo for Lyzzy Cruz

Lyzzy Cruz

BFA™

Financial Advisor

Learn more about Lyzzy Cruz Visit Lyzzy Cruz's website
Advisor photo for Sean Duffy

Sean Duffy

Financial Advisor

Learn more about Sean Duffy Visit Sean Duffy's website


Our team

Andres Goodall

Andres Goodall

Paraplanner,

Personal Financial Specialist



Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.