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.



Our advisors

Martin Keidan

Financial Advisor

Franchise Owner
Learn more about Martin Keidan Visit Martin Keidan's website

Amanda Bayliss

Associate Financial Advisor

Learn more about Amanda Bayliss Visit Amanda Bayliss's website

Blake Honda

Associate Financial Advisor

Learn more about Blake Honda Visit Blake Honda's website


Our team

Jacqueline Fenn

Jacqueline Fenn

Client Service Coordinator,

Office Manager