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

Chris Walker Sr

CRPC, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Chris Walker Sr Visit Chris Walker Sr's website

Christopher J Kec

JD

Financial Advisor

Franchise Owner
Learn more about Christopher J Kec Visit Christopher J Kec's website

Curtis Beagle

CFP®

Financial Advisor

Franchise Owner
Learn more about Curtis Beagle Visit Curtis Beagle's website

Gary Paul

CRPS, APMA

Financial Advisor

Financial Planning Analyst
Learn more about Gary Paul Visit Gary Paul's website

Corey De Meritt

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Corey De Meritt Visit Corey De Meritt's website

Zach Steinmetz

MBA, APMA

Financial Advisor

Learn more about Zach Steinmetz Visit Zach Steinmetz's website

Keith Faggionato

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Keith Faggionato Visit Keith Faggionato's website

Daniel Kunos

ChFC®, CLU®, APMA

Financial Advisor

Business Financial Advisor
Learn more about Daniel Kunos Visit Daniel Kunos's website

Drew Fitzmorris

CFP®, CRPC

Financial Advisor

Franchise Owner
Learn more about Drew Fitzmorris Visit Drew Fitzmorris's website

Jeffrey Radford

CRPC

Associate Financial Advisor

Learn more about Jeffrey Radford Visit Jeffrey Radford's website


Our team

Christopher D. Walker

Christopher D. Walker

Client Service Manager

Daniel Lambert

Daniel Lambert

Operations Manager

Sarah McClintock

Sarah McClintock

Administrative Assistant,

Client Concierge