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 Emil Peinert

Emil Peinert

CFP®, CRPC, RICP®, APMA, CLU®

Associate Manager

Managing Director
Learn more about Emil Peinert Visit Emil Peinert's website
Advisor photo for Jardee Worcester

Jardee Worcester

MBA, CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Jardee Worcester Visit Jardee Worcester's website
Advisor photo for Jeanette Ellen Strother

Jeanette Ellen Strother

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeanette Ellen Strother Visit Jeanette Ellen Strother's website
Advisor photo for Jocelyn Reitzel Sullivan

Jocelyn Reitzel Sullivan

APMA

Financial Advisor

Vice President
Learn more about Jocelyn Reitzel Sullivan Visit Jocelyn Reitzel Sullivan's website
Advisor photo for John Magadini

John Magadini

Financial Advisor

Associate Vice President
Learn more about John Magadini Visit John Magadini's website
Advisor photo for Karl Von Brockdorff

Karl Von Brockdorff

CFP®

Private Wealth Advisor

Managing Director
Learn more about Karl Von Brockdorff Visit Karl Von Brockdorff's website


Our team

Karen Xie

Karen Xie

Director – Complex Operations

Gabriela Velasco

Gabriela Velasco

Client Service Associate

Troy Ganter

Troy Ganter

Registered Client Service Associate

Morgan Hathaway

Morgan Hathaway

Client Service Associate