Our advisors

Craig CJ Jensen

Craig CJ Jensen

Private Wealth Advisor

Learn more about Craig CJ Jensen
Tim Silver

Tim Silver

Associate Financial Advisor

Learn more about Tim Silver
Thomas Gallo

Thomas Gallo

Associate Financial Advisor

Learn more about Thomas Gallo

Our team

Lisa Brennan

Lisa Brennan

Executive Assistant,

Client Concierge

Personal Intro

is our first point of contact greeting clients since 2015 *She is the voice and smile of our team while helping to organize day to day activities.

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Craig Dannenbrink

Craig Dannenbrink

Office Manager,

Client Relationship Manager

Personal Intro

supports and oversees our client outreach team, and schedules on behalf of CJ. He also plans and coordinates client appreciation events and informational seminars, as well as maintains our social media presence.

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Jennifer King

Jennifer King

Client Service Specialist,

Administrative Assistant
Jane deLaubenfels

Jane deLaubenfels

Financial Planning Assistant

Ian de Medeiros

Ian de Medeiros

Financial Planning Assistant

Jeremy Burton

Jeremy Burton

Financial Planning Assistant