Our advisors

George Mastrogiorgos

George Mastrogiorgos

CFP®, CRPC®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about George Mastrogiorgos Visit George Mastrogiorgos's website
Brad Krajsa

Brad Krajsa

CFP®, ChFC®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brad Krajsa Visit Brad Krajsa's website
Mark Ohler

Mark Ohler

CFP®, ChFC®, CLU®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Ohler Visit Mark Ohler's website
Alejandro Butters

Alejandro Butters

CFP®, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alejandro Butters Visit Alejandro Butters's website
John Goulet

John Goulet

CRPC®, CFS®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about John Goulet Visit John Goulet's website
Aaron Smith

Aaron Smith

MBA, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Aaron Smith Visit Aaron Smith's website

Our team

Kelly Gibson

Kelly Gibson

Practice Manager,

Executive Assistant
Laurie Schneider

Laurie Schneider

Financial Planning Assistant

Sydney Ronzano

Sydney Ronzano

Paraplanner

Seana Conlin

Seana Conlin

Client Service Specialist

Sharon Meckley

Sharon Meckley

Administrative Assistant