Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

David J Van Schaik

CFP®, CRPC, CLTC®, RICP®

Private Wealth Advisor

Managing Director
Learn more about David J Van Schaik Visit David J Van Schaik's website

Dante Liberti

CFP®

Financial Advisor

Learn more about Dante Liberti Visit Dante Liberti's website

James L Stein

CFP®

Financial Advisor

Associate Vice President
Learn more about James L Stein Visit James L Stein's website


Our team

Silvia Meyer

Silvia Meyer

Client Service Associate

Aioushee Gogoi

Aioushee Gogoi

Client Service Associate