Our advisors

Robert T Martin

CRPC, CLTC®, APMA

Private Wealth Advisor

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

Brock Riggi

CFP®, CDFA®, APMA

Private Wealth Advisor

Learn more about Brock Riggi Visit Brock Riggi's website

Andrew Dunbar

APMA

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 Aldrich

Heather Aldrich

Client Concierge