Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Keith Berenguer

Keith Berenguer

APMA®

Financial Advisor

Managing Director
Learn more about Keith Berenguer Visit Keith Berenguer's website
Advisor photo for Richard White

Richard White

CFP®, CRPC, APMA®

Branch Manager

Vice President
Learn more about Richard White Visit Richard White's website
Advisor photo for Vicki Soyars

Vicki Soyars

APMA®

Financial Advisor

Vice President
Learn more about Vicki Soyars Visit Vicki Soyars's website


Our team

Emily Beisel Johnson

Emily Beisel Johnson

Client Service Associate