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Team photo

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Our advisors

Peter Dold

CFP®

Private Wealth Advisor

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

Cheryl Lopez

CFP®, APMA®

Private Wealth Advisor

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

Keith Paglierani

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Keith Paglierani Visit Keith Paglierani's website


Our team

Kristen Wilcox

Kristen Wilcox

Client Relationship Specialist

Maya Galvan

Intern