Our advisors

James Bizzack

James Bizzack

CFP®

Private Wealth Advisor

Registered Principal
Learn more about James Bizzack Visit James Bizzack's website
Jennifer Loyer

Jennifer Loyer

CRPC®

Financial Advisor

Learn more about Jennifer Loyer Visit Jennifer Loyer's website
Lisa Rosenau

Lisa Rosenau

Associate Financial Advisor

Learn more about Lisa Rosenau Visit Lisa Rosenau's website
Karen J Goodwin

Karen J Goodwin

Financial Advisor

Financial Planning Specialist
Learn more about Karen J Goodwin Visit Karen J Goodwin's website
Kirsten Tangeman

Kirsten Tangeman

CFP®, APMA®

Financial Advisor

Learn more about Kirsten Tangeman Visit Kirsten Tangeman's website

Our team

Maria Bizzack

Maria Bizzack

Client Service Manager

Ashley Escamilla

Ashley Escamilla

Administrative Assistant

Kim Floyd

Kim Floyd

Administrative Assistant

Perla Granados

Administrative Assistant

Christina Tran

Receptionist