Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Erika Puzik

CFP®, BFA, ChFC®, CFS®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Erika Puzik Visit Erika Puzik's website

Jenny Elstein

Financial Advisor

Operations Director
Learn more about Jenny Elstein Visit Jenny Elstein's website


Our team

Melissa Johnson

Melissa Johnson

Financial Planning Specialist

David Dudley

David Dudley

Insurance Specialist

Srishti Mishra

Srishti Mishra

Client Service Specialist

Asuka Sonoda

Asuka Sonoda

Financial Planning Specialist