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 Kenneth Franklin

Kenneth Franklin

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kenneth Franklin Visit Kenneth Franklin's website


Our team

Dina Nufer

Dina Nufer

Client Service Manager

Rachael Franklin

Rachael Franklin

Marketing Manager,

Financial Planning Assistant