With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Sandra L Peters

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Sandra L Peters Visit Sandra L Peters's website


Our team

Samuel Ceceri

Samuel Ceceri

Paraplanner

Adam W Peters

Paraplanner