Our advisors

Advisor photo for Jaime E Heimsath

Jaime E Heimsath

CRPC

Private Wealth Advisor

Learn more about Jaime E Heimsath
Advisor photo for Stewart Mc Lauchlan

Stewart Mc Lauchlan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stewart Mc Lauchlan


Our team

Becky McDonald

Becky McDonald

Administrative Assistant

Jackie Black

Jackie Black

Paraplanner

Qualifications

  • Series 7
  • Series 63
  • Life & Health Insurance
View more
Jamie DiToma

Jamie DiToma

Client Service Specialist