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

Michael Farnham

Financial Advisor

Franchise Owner
Learn more about Michael Farnham Visit Michael Farnham's website

Jennifer Cox

Associate Financial Advisor

Learn more about Jennifer Cox Visit Jennifer Cox's website


Our team

Donna Kania

Practice Manager

Personal Intro

Has been with our team since 2005

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