Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Lee Hart

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Lee Hart Visit Lee Hart's website

John Garry

CFP®

Financial Advisor

Learn more about John Garry Visit John Garry's website


Our team

Anne Hornsby

Anne Hornsby

Client Service Manager