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

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