Our advisors

Advisor photo for Trish La Rue

Trish La Rue

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
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

GR Laughlin

GR Laughlin

Operations Manager

Peggy Leslie

Peggy Leslie

Client Relationship Manager

Qualifications

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