Our advisors

Advisor photo for Trish La Rue

Trish La Rue

CRPC

Financial Advisor

Financial Planning Specialist
Learn more about Trish La Rue Visit Trish La Rue's website
Advisor photo for Dan Cary

Dan Cary

CFP®, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Dan Cary Visit Dan Cary's website


Our team

Peggy Leslie

Peggy Leslie

Client Relationship Manager

Qualifications

  • Bachelor of Business Administration - Finance
  • Leadership Lawrence - 2007
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