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 Rob Bacino

Rob Bacino

APMA

Financial Advisor

Managing Director
Learn more about Rob Bacino Visit Rob Bacino's website
Advisor photo for Shelley Parish Nord

Shelley Parish Nord

MBA, APMA

Financial Advisor

Vice President
Learn more about Shelley Parish Nord Visit Shelley Parish Nord's website
Advisor photo for Eric Carlson

Eric Carlson

CFP®, CRPC, APMA

Branch Manager

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Eric Carlson Visit Eric Carlson's website
Advisor photo for Wesley Storr

Wesley Storr

APMA

Financial Advisor

Learn more about Wesley Storr Visit Wesley Storr's website


Our team

Sharon Faas

Sharon Faas

Client Service Associate

Susan Dente

Susan Dente

Registered Client Service Associate