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.



Our advisors

Advisor photo for Lee Hart

Lee Hart

ChFC®

Private Wealth Advisor

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


Our team

Anne Hornsby

Anne Hornsby

Client Service Manager