Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Ed Hickey

Ed Hickey

CRPC

Private Wealth Advisor

Managing Director
Learn more about Ed Hickey
Advisor photo for Josie Edmonds

Josie Edmonds

BFA, CRPC, APMA®

Registered Practice Associate

Learn more about Josie Edmonds


Our team

Ashley Leopold

Ashley Leopold

Registered Client Service Associate