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Team photo
Team photo

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Our advisors

Peter Dold

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Peter Dold Visit Peter Dold's website

Cheryl Lopez

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cheryl Lopez Visit Cheryl Lopez's website

Sean Donnelly

APMA®

Financial Advisor

Learn more about Sean Donnelly Visit Sean Donnelly's website


Our team

Lesley Dold

Lesley Dold

Office Manager