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

Advisor photo for Ben Plata

Ben Plata

Financial Advisor

Learn more about Ben Plata
Advisor photo for Thad Bisselle

Thad Bisselle

Financial Advisor

Learn more about Thad Bisselle
Advisor photo for Eric Felsenfeld

Eric Felsenfeld

Financial Advisor

Learn more about Eric Felsenfeld
Advisor photo for Will Young

Will Young

Financial Advisor

Learn more about Will Young


Our team

Jennifer Kopp

Jennifer Kopp

Operations Director