Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Ed Muir

Ed Muir

ChFC®, CRPC

Financial Advisor

Managing Director
Learn more about Ed Muir Visit Ed Muir's website
Advisor photo for Lauren Doodeman

Lauren Doodeman

CFA®

Private Wealth Advisor

Managing Director
Learn more about Lauren Doodeman Visit Lauren Doodeman's website
Advisor photo for Eric Olimb

Eric Olimb

CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Eric Olimb Visit Eric Olimb's website


Our team

Justin Flatter

Justin Flatter

Registered Client Service Associate

Karen Wolffis

Karen Wolffis

Registered Client Service Associate

Violetta Weir

Violetta Weir

Client Service Associate