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

Ed Hickey

CRPC

Financial Advisor

Managing Director
Learn more about Ed Hickey

Josie Edmonds

BFA

Registered Practice Associate

Learn more about Josie Edmonds

Melissa Bergman

CFP®, CDFA®, APMA, AWMA℠

Financial Advisor

Learn more about Melissa Bergman


Our team

Ashley Leopold

Ashley Leopold

Registered Client Service Associate