Our advisors

Advisor photo for Sean Gavin

Sean Gavin

CFP®

Private Wealth Advisor

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

Robert Dolliver

CFP®, CIMA®

Private Wealth Advisor

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

Michael Samuelson

CRPC, APMA

Financial Advisor

Learn more about Michael Samuelson Visit Michael Samuelson's website
Advisor photo for Christopher Copenhaver

Christopher Copenhaver

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Christopher Copenhaver Visit Christopher Copenhaver's website
Advisor photo for Erin Sullivan

Erin Sullivan

APMA

Financial Advisor

Learn more about Erin Sullivan Visit Erin Sullivan's website
Advisor photo for Frank X Addonizio

Frank X Addonizio

CFP®, BFA, APMA, CRPC

Private Wealth Advisor

Learn more about Frank X Addonizio Visit Frank X Addonizio's website


Our team

Emily Carlson

Emily Carlson

Client Service Coordinator

Kelly Collins

Kelly Collins

Operations Director