Our advisors

Advisor photo for Eric M Larson

Eric M Larson

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Eric M Larson Visit Eric M Larson's website
Advisor photo for Robert Rudnicki

Robert Rudnicki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Rudnicki Visit Robert Rudnicki's website
Advisor photo for Martin Friel

Martin Friel

MS, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Martin Friel Visit Martin Friel's website
Advisor photo for Kristine Ford

Kristine Ford

Associate Financial Advisor

Learn more about Kristine Ford Visit Kristine Ford's website


Our team

Lisa Lahner

Lisa Lahner

Paraplanner

Roles & Responsibilities

  • Assistant to Associate Financial Advisor, Martin Friel
  • Prepares agendas for financial meetings
  • Scheduling coordinator
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Brooke Shealy

Client Service Manager

Roles & Responsibilities

  • Assistant to Associate Financial Advisor, Robert Rudnicki
  • Scheduling coordinator
  • Prepares agendas for financial meetings
View more
Cristina Strukl

Cristina Strukl

Client Relationship Manager

Andrea Jevne

Paraplanner,

Office Manager