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

Amanda Barwick

APMA

Financial Advisor

Learn more about Amanda Barwick Visit Amanda Barwick's website

Randall Benedict

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Randall Benedict Visit Randall Benedict's website


Our team

Sarah Schriener

Sarah Schriener

Administrative Assistant

Qualifications

  • Bachelor of Science in Health Services Administration (BS HSA) Associate's Degree in Business Management

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