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

Advisor photo for Patrick Langdon

Patrick Langdon

CRPC

Private Wealth Advisor

Learn more about Patrick Langdon Visit Patrick Langdon's website
Advisor photo for Thomas Huszcza

Thomas Huszcza

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Thomas Huszcza Visit Thomas Huszcza's website


Our team

Joanne C. Neal

Joanne C. Neal

Client Service Specialist

Qualifications

  • Associates Degree - Business Management

Roles & Responsibilities

  • Coordinate client meetings and client services
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Nancy Welch

Nancy Welch

Financial Planning Assistant

Amy Dorn

Office Manager