Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Steven King

Steven King

MBA, CFP®

Branch Manager

Vice President
Learn more about Steven King Visit Steven King's website
Advisor photo for Thomas Plummer

Thomas Plummer

Financial Advisor

Associate Vice President
Learn more about Thomas Plummer Visit Thomas Plummer's website


Our team

Violette Matsas

Violette Matsas

Registered Client Service Associate,

Operations Specialist