Our advisors

Sean Gavin

Sean Gavin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sean Gavin Visit Sean Gavin's website
Robert Dolliver

Robert Dolliver

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Dolliver Visit Robert Dolliver's website
Michael Samuelson

Michael Samuelson

CRPC®, APMA®

Financial Advisor

Learn more about Michael Samuelson Visit Michael Samuelson's website
Christopher Copenhaver

Christopher Copenhaver

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Christopher Copenhaver Visit Christopher Copenhaver's website

Our team

Erin Sullivan

Erin Sullivan

Client Service Manager

Emily Carlson

Emily Carlson

Client Service Coordinator