Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for NorthPoint Wealth Advisors
Team photo for NorthPoint Wealth Advisors

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Our advisors

Advisor photo for Jay Lotterer

Jay Lotterer

AAMS®, CRPC

Private Wealth Advisor

Learn more about Jay Lotterer Visit Jay Lotterer's website
Advisor photo for Bruce E Smith

Bruce E Smith

ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Bruce E Smith Visit Bruce E Smith's website
Advisor photo for Kimberly Quintanar

Kimberly Quintanar

CFP®, BFA, ChFC®, CRPC, CKA®

Financial Advisor

Franchise Owner
Learn more about Kimberly Quintanar Visit Kimberly Quintanar's website


Our team

Hernan Quintanar

Hernan Quintanar

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