Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

John Kurgan

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about John Kurgan Visit John Kurgan's website

Branden Kurgan

APMA®

Financial Advisor

Learn more about Branden Kurgan Visit Branden Kurgan's website

Jeffrey T Hankins

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeffrey T Hankins Visit Jeffrey T Hankins's website


Our team

Valerie Henderson

Valerie Henderson

Client Service Manager

Heather Clawson

Heather Clawson

Office Manager

Alesia Kurgan

Alesia Kurgan

Office Manager

Lynn Banaszak

Lynn Banaszak

Paraplanner

Vanessa Smith

Vanessa Smith

Client Service Specialist

Tracey Voorhis

Tracey Voorhis

Administrative Assistant

Lynsay Turner

Lynsay Turner

Administrative Assistant