Our advisors

Jim Bengala

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jim Bengala Visit Jim Bengala's website

Lee Tingen

CRPC

Financial Advisor

Learn more about Lee Tingen Visit Lee Tingen's website

Morgan Edmondson

M Acc

Financial Advisor

Learn more about Morgan Edmondson Visit Morgan Edmondson's website


Our team

Kathy Gargone

Assistant

Mary Adams

Assistant

Cathy Tyburski

Assistant