Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.



Our advisors

Advisor photo for Ryan Piwowarski

Ryan Piwowarski

CRPC, AWMA®, APMA®

Branch Manager

Managing Director
Learn more about Ryan Piwowarski Visit Ryan Piwowarski's website
Advisor photo for Shane Weisman

Shane Weisman

APMA®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Shane Weisman Visit Shane Weisman's website
Advisor photo for Todd Swan

Todd Swan

CFP®, APMA®

Financial Advisor

Vice President
Learn more about Todd Swan Visit Todd Swan's website
Advisor photo for Eric Greif

Eric Greif

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Eric Greif Visit Eric Greif's website
Advisor photo for Amanda Rose Becker

Amanda Rose Becker

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Amanda Rose Becker Visit Amanda Rose Becker's website
Advisor photo for Eleanor Lucero

Eleanor Lucero

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Eleanor Lucero Visit Eleanor Lucero's website


Our team

Andrew Lander

Andrew Lander

Lead Registered Client Service Associate

Qualifications

  • CRPC

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Justin Davis

Justin Davis

Registered Client Service Associate

Qualifications

  • CRPC
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Vee McCulley

Vee McCulley

Client Service Associate

Allen Agol

Allen Agol

Registered Client Service Associate