Our advisors

Kevin Houser

Kevin Houser

Private Wealth Advisor

Learn more about Kevin Houser
Gary Plessl

Gary Plessl

Private Wealth Advisor

Learn more about Gary Plessl

Our team

Matt Staples

Matt Staples

Registered Client Service Associate

Linda Shankweiler

Linda Shankweiler

Registered Client Service Associate

Carolyn Lumsden

Carolyn Lumsden

Client Service Associate

Dana Moyer

Dana Moyer

Client Service Associate