Our advisors

Paul Daniel Franco

Paul Daniel Franco

MBA, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Paul Daniel Franco Visit Paul Daniel Franco's website
Joseph Strike

Joseph Strike

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joseph Strike Visit Joseph Strike's website
Roberta Daugherty

Roberta Daugherty

CFP®, ChFC®, CASL®, CLU®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Roberta Daugherty Visit Roberta Daugherty's website

Our team

Debbie McGinnis

Debbie McGinnis

Client Service Manager

Thomas Franco

Thomas Franco

Client Service Manager