Our advisors

Advisor photo for Sharon Lewkowitz

Sharon Lewkowitz

CFP®, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Learn more about Sharon Lewkowitz Visit Sharon Lewkowitz's website
Advisor photo for Heather S Saunders

Heather S Saunders

CFP®, CRPC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about Heather S Saunders Visit Heather S Saunders's website
Advisor photo for Hannah Crevier

Hannah Crevier

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Hannah Crevier Visit Hannah Crevier's website


Our team

Patrick Ryan

Patrick Ryan

Financial Planning Assistant

Zachary Armstrong

Zachary Armstrong

Paraplanner

Lizabeth Nunnally

Lizabeth Nunnally

Operations Manager