Our advisors

Patrick Haspert

Patrick Haspert

Private Wealth Advisor

Learn more about Patrick Haspert
Marcus Hubers

Marcus Hubers

Financial Advisor

Learn more about Marcus Hubers
James Cavalier

James Cavalier

Financial Advisor

Learn more about James Cavalier
Pompey Stafford

Pompey Stafford

Financial Advisor

Learn more about Pompey Stafford
Robert Joseph Arnoldy

Robert Joseph Arnoldy

Financial Advisor

Learn more about Robert Joseph Arnoldy
Christopher J Pidel

Christopher J Pidel

Financial Advisor

Learn more about Christopher J Pidel

Our team

Lisa Karnowski

Lisa Karnowski

Client Service Manager

Jeanie Thompson

Jeanie Thompson

Financial Planning Specialist

Paul Atchison

Paul Atchison

Investment Manager

Abebi Stafford

Abebi Stafford

Paraplanner

Angela Josephs

Angela Josephs

Administrative Assistant