With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

Our advisors

Jennifer Sylvia


Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jennifer Sylvia Visit Jennifer Sylvia's website

Libby Conroy


Financial Advisor

Certified Military Financial Advisor®
Learn more about Libby Conroy Visit Libby Conroy's website

Ryan Steffen

Associate Financial Advisor

Learn more about Ryan Steffen Visit Ryan Steffen's website

Our team

Jacob Clark

Jacob Clark

Marketing Specialist

Holly Gregory

Holly Gregory

Executive Assistant,

Client Concierge