Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Our team

Eva Gubala

Eva Gubala

Operations Director

Barbara Kaminski

Barbara Kaminski

Paraplanner,

Client Service Coordinator
Kristen Wright

Kristen Wright

Executive Assistant

Loredana Rickard

Loredana Rickard

Financial Planning Assistant

Kyle Rohrwasser

Kyle Rohrwasser

Paraplanner

Antonella Turso

Antonella Turso

Assistant

Lucille Latourette

Lucille Latourette

Assistant