Our advisors

Advisor photo for Jim Bengala

Jim Bengala

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jim Bengala Visit Jim Bengala's website
Advisor photo for Lee Tingen

Lee Tingen

CRPC

Financial Advisor

Learn more about Lee Tingen Visit Lee Tingen's website
Advisor photo for Morgan Edmondson

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