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

Russell Dunn

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Russell Dunn Visit Russell Dunn's website


Our team

Kali Olsson

Kali Olsson

Operations Manager,

Marketing Manager
Debera Aiken

Debera Aiken

Paraplanner