Our advisors

Christopher Smith

Christopher Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher Smith Visit Christopher Smith's website
Ben Reep

Ben Reep

Financial Advisor

Learn more about Ben Reep Visit Ben Reep's website
Elissa Fraipont

Elissa Fraipont

Financial Advisor

Learn more about Elissa Fraipont Visit Elissa Fraipont's website

Our team

Julie Canzoneri

Julie Canzoneri

Administrative Assistant,

Client Service Specialist

Shelby Drummond

Administrative Assistant,

Client Service Specialist
Tina Siewart

Tina Siewart

Administrative Assistant,

Client Service Specialist
Kyla Moravec

Kyla Moravec

Administrative Assistant,

Client Service Coordinator