Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Andrew Jurkunas

CRC®

Financial Advisor

Learn more about Andrew Jurkunas Visit Andrew Jurkunas's website

Chris Suraci

CFP®, CRC®

Private Wealth Advisor

Learn more about Chris Suraci Visit Chris Suraci's website

Diana Taksir

MBA

Financial Advisor

Learn more about Diana Taksir Visit Diana Taksir's website


Our team

Amber Wingert

Amber Wingert

Office Manager