Our advisors

Kenneth N Bickford Jr

Kenneth N Bickford Jr

CFP®

Financial Advisor

Learn more about Kenneth N Bickford Jr Visit Kenneth N Bickford Jr's website
Michael Angier

Michael Angier

CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about Michael Angier Visit Michael Angier's website
Jacklyn Lynch

Jacklyn Lynch

CFP®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst®
Learn more about Jacklyn Lynch Visit Jacklyn Lynch's website
Eric Howsley

Eric Howsley

Associate Financial Advisor

Learn more about Eric Howsley Visit Eric Howsley's website
Irene Self

Irene Self

CFP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Irene Self Visit Irene Self's website

Our team

Emily Van Houck

Emily Van Houck

Administrative Assistant

Yolanda Hidalgo

Yolanda Hidalgo

Client Service Coordinator

Aubrey Trabert

Aubrey Trabert

Office Manager

Eric Howsley

Eric Howsley

Paraplanner

Steven Self

Steven Self

Paraplanner

Monique Mitchell

Monique Mitchell

Client Service Coordinator