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.

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Our advisors

Thaddeus Kenny

APMA®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Thaddeus Kenny Visit Thaddeus Kenny's website


Our team

Alison Teel

Alison Teel

Client Service Manager