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

Mark McGrath

CRPC, AIF®

Financial Advisor

Vice President
Learn more about Mark McGrath Visit Mark McGrath's website

Derek Fish

CMFA®

Private Wealth Advisor

Managing Director
Learn more about Derek Fish Visit Derek Fish's website

Michelle Harf-Grim

CRPC, RICP®, APMA®

Financial Advisor

Vice President
Learn more about Michelle Harf-Grim Visit Michelle Harf-Grim's website


Our team

Patrick Carr

Patrick Carr

Registered Client Service Associate

Cindy Rose

Cindy Rose

Client Service Associate,

Operations Specialist