Our advisors

Bradley S Berg

Bradley S Berg

Private Wealth Advisor

Learn more about Bradley S Berg Visit Bradley S Berg's website
Alex Bueno

Alex Bueno

Associate Financial Advisor

Learn more about Alex Bueno Visit Alex Bueno's website

Our team

Kelly Brunton

Kelly Brunton

Operations Manager

Roles & Responsibilities

  • Coordinates overall office operations
  • Provides assistance with business processing/proposals, etc.
  • Corporate office liasion
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Carol Holtzhouse

Carol Holtzhouse

Client Service Coordinator

Roles & Responsibilities

  • Answer phones and greet clients upon arrival
  • Schedule client appointments/conduct client appointment reminders
  • Coordinate office calendars
  • Assist with office operations
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