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.


Our advisors

Michael Bruno

CRPC, APMA

Financial Advisor

Registered Principal Delegate
Learn more about Michael Bruno

Bryan Redmond

Financial Advisor

Learn more about Bryan Redmond

Michael Krisuk

Financial Advisor

Learn more about Michael Krisuk


Our team

Diana Kerr

Executive Assistant

Bill Fry

Financial Planning Assistant

LInda Doutt

Executive Assistant