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

Katie Millar

CFP®

Financial Advisor

President of Hourglass Wealth Management
Learn more about Katie Millar Visit Katie Millar's website


Our team

Laurie Glowa

Laurie Glowa

Operations Manager

Todd Abramson

Todd Abramson

Paraplanner

Karla Ceja

Karla Ceja

Client Concierge