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.

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Our advisors

Brian Selzer

CRPC

Private Wealth Advisor

Learn more about Brian Selzer Visit Brian Selzer's website

Brody Grove

CFP®

Private Wealth Advisor

Learn more about Brody Grove Visit Brody Grove's website

Christine Selzer

CFP®

Private Wealth Advisor

Learn more about Christine Selzer Visit Christine Selzer's website


Our team

Melanie Konoski

Melanie Konoski

Client Service Manager

Kendall Holmes

Kendall Holmes

Administrative Assistant