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

Eric Ellis

CFP®, CRPC, CLTC®, APMA

Private Wealth Advisor

Managing Director
Learn more about Eric Ellis Visit Eric Ellis's website

Michael McEntee

CFP®, BFA, CRPC

Private Wealth Advisor

Managing Director
Learn more about Michael McEntee Visit Michael McEntee's website

Brian Caldwell

Financial Advisor

Private Wealth Advisor
Learn more about Brian Caldwell Visit Brian Caldwell's website

Leilani Germain

CFP®, BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Vice President
Learn more about Leilani Germain Visit Leilani Germain's website

Katrina Marie Quispe

Registered Practice Associate

Learn more about Katrina Marie Quispe Visit Katrina Marie Quispe's website

Steve Benak

Registered Practice Associate

Learn more about Steve Benak Visit Steve Benak's website

Marianne Daubert

Registered Practice Associate

Learn more about Marianne Daubert Visit Marianne Daubert's website

Mark Balfour

Registered Practice Associate

Learn more about Mark Balfour Visit Mark Balfour's website

Scott Dion

Registered Practice Associate

Learn more about Scott Dion Visit Scott Dion's website


Our team

Erin Woods

Erin Woods

Registered Client Service Associate,

Marketing Specialist
Shivam Mazumder

Shivam Mazumder

Client Service Associate,

Operations Specialist