Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

close

Team photo
Team photo

View Larger


Our advisors

Joseph R Lesner

Financial Advisor

Senior Vice President of BL Wealth Management Group
Learn more about Joseph R Lesner Visit Joseph R Lesner's website

Philip T Barker

AAMS

Financial Advisor

Senior Vice President of BL Wealth Management Group
Learn more about Philip T Barker Visit Philip T Barker's website


Our team

Montez Roberson

Client Service Associate