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.



Our advisors

Advisor photo for Steve Burchett

Steve Burchett

CRPC

Private Wealth Advisor

Learn more about Steve Burchett
Advisor photo for Alec Burchett

Alec Burchett

CRPC, AAMS, APMA

Financial Advisor

Learn more about Alec Burchett Visit Alec Burchett's website


Our team

Janet Lezak-Young

Janet Lezak-Young

Operations Manager,

Client Service Coordinator
Hannah Johnson

Hannah Johnson

Operations Specialist