Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for James Frash

James Frash

MSFS, ChFC®, CLU®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about James Frash Visit James Frash's website
Advisor photo for Marc Franco

Marc Franco

CRPC, CLTC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Marc Franco Visit Marc Franco's website
Advisor photo for Steven Patton

Steven Patton

CIMA®

Financial Advisor

Investment Specialist
Learn more about Steven Patton Visit Steven Patton's website
Advisor photo for Lauren L Kenny

Lauren L Kenny

Financial Advisor

Operations Director
Learn more about Lauren L Kenny Visit Lauren L Kenny's website
Advisor photo for Justin Myers

Justin Myers

AAMS®, APMA®

Financial Advisor

Learn more about Justin Myers Visit Justin Myers's website
Advisor photo for Paul Coir

Paul Coir

CRPC, APMA®

Financial Advisor

Learn more about Paul Coir Visit Paul Coir's website
Advisor photo for John Naprawa

John Naprawa

CRPC, APMA®

Financial Advisor

Learn more about John Naprawa Visit John Naprawa's website
Advisor photo for Jessica Lynne Myers

Jessica Lynne Myers

RICP®

Associate Financial Advisor

Learn more about Jessica Lynne Myers Visit Jessica Lynne Myers's website
Advisor photo for Aaron Robertello

Aaron Robertello

Associate Financial Advisor

Learn more about Aaron Robertello Visit Aaron Robertello's website


Our team

Lea House

Lea House

Client Service Specialist

Tess Abood

Tess Abood

Office Manager

Matthew Connell

Matthew Connell

Client Service Specialist

Carolina Cajiao

Carolina Cajiao

Client Service Coordinator