Our advisors

Advisor photo for Josephine Leise

Josephine Leise

CRPC

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Josephine Leise Visit Josephine Leise's website
Advisor photo for Laurel Jablonski

Laurel Jablonski

Associate Financial Advisor

Learn more about Laurel Jablonski Visit Laurel Jablonski's website
Advisor photo for Travis Shine

Travis Shine

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Travis Shine Visit Travis Shine's website
Advisor photo for Alfred B Goodwin

Alfred B Goodwin

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Alfred B Goodwin Visit Alfred B Goodwin's website


Our team

Kathleen A Liberatore

Office Manager

Cheryl M Liston

Office Manager

Stefan Nuesslein

Client Concierge,

Client Service Specialist