Our advisors

Robert T Martin

Robert T Martin

CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Robert T Martin Visit Robert T Martin's website
Brock Riggi

Brock Riggi

CFP®, CDFA®

Financial Advisor

Learn more about Brock Riggi Visit Brock Riggi's website
Andrew Dunbar

Andrew Dunbar

RICP®

Financial Advisor

Learn more about Andrew Dunbar Visit Andrew Dunbar's website

Our team

Cindy Barrowman

Cindy Barrowman

Practice Manager,

Executive Assistant
Theresa Fossberg

Theresa Fossberg

Client Service Coordinator

Heather Dergo

Client Concierge