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.


Our advisors

Joseph R Lesner

Financial Advisor

Senior Vice President of BL Wealth Management Group
Learn more about Joseph R Lesner

Philip T Barker

AAMS®

Financial Advisor

Senior Vice President of BL Wealth Management Group
Learn more about Philip T Barker


Our team

Montez Roberson

Client Service Associate