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

Todd Bauman

Financial Advisor

Managing Director
Learn more about Todd Bauman Visit Todd Bauman's website

William Duncan

Private Wealth Advisor

Managing Director
Learn more about William Duncan Visit William Duncan's website

Brian McGivern

Financial Advisor

Vice President
Learn more about Brian McGivern Visit Brian McGivern's website

David Helfand

Financial Advisor

Managing Director
Learn more about David Helfand Visit David Helfand's website

Ryan Dundon

CFP®, CRPC

Financial Advisor

Associate Vice President
Learn more about Ryan Dundon Visit Ryan Dundon's website


Our team

Damary Marrero

Damary Marrero

Registered Operations Leader

Jess Chouhan

Jess Chouhan

Client Service Associate

Nicholas Needs

Nicholas Needs

Registered Client Service Associate