Our advisors

Advisor photo for Bob DiDonato

Bob DiDonato

CIMA®

Private Wealth Advisor

Managing Director
Learn more about Bob DiDonato
Advisor photo for Ann Massaro DiDonato

Ann Massaro DiDonato

CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Ann Massaro DiDonato
Advisor photo for Debrah Oelke

Debrah Oelke

Financial Advisor

Managing Director
Learn more about Debrah Oelke

Laurie Meissner

CRPC

Registered Practice Associate

Learn more about Laurie Meissner Visit Laurie Meissner's website
Advisor photo for Tom Chappelle

Tom Chappelle

CRPC

Associate Advisor

Learn more about Tom Chappelle


Our team

Christine Kennedy

Christine Kennedy

Registered Client Service Associate

Laurie Meissner

Laurie Meissner

Registered Practice Associate

Qualifications

  • BS in Finance Upper Iowa University

  • CRPC®

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