Our advisors

Mitch Hodgkiss

Mitch Hodgkiss

CRPC®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Mitch Hodgkiss Visit Mitch Hodgkiss's website
Bret Urbanski

Bret Urbanski

Financial Advisor

Managing Director
Learn more about Bret Urbanski Visit Bret Urbanski's website
William W Hadley

William W Hadley

CFP®

Financial Advisor

Managing Director
Learn more about William W Hadley Visit William W Hadley's website
Tommy Truman

Tommy Truman

Financial Advisor

Managing Director
Learn more about Tommy Truman Visit Tommy Truman's website
Melissa Saleeby

Melissa Saleeby

Financial Advisor

Associate Vice President
Learn more about Melissa Saleeby Visit Melissa Saleeby's website
Joshua Patterson

Joshua Patterson

APMA®

Financial Advisor

Learn more about Joshua Patterson Visit Joshua Patterson's website

Our team

Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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Anna Cannon

Anna Cannon

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • FINRA Series 7, 63, SIE

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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Ryan O'Connor

Ryan O'Connor

Registered Client Service Associate,

Financial Planning Specialist

Qualifications

  • FINRA Series 7, 63, SIE

Roles & Responsibilities

  • Coordination and inputting of client planning data, creating protection strategies and generating illustrations, and managing the website and social media announcements
  • Assisting clients with their service needs
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