Our advisors

James Buatti

James Buatti

Financial Advisor

Vice President
Learn more about James Buatti Visit James Buatti's website
Shayna Forbes Felix

Shayna Forbes Felix

CFP®, CFS®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Shayna Forbes Felix
Erica Lubbers

Erica Lubbers

CFP®, ChFC®, RICP®

Private Wealth Advisor

Managing Director
Learn more about Erica Lubbers

Our team

Tamra Panek

Tamra Panek

Client Concierge